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Associates in the News

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Larry Barth

Larry Barth

Honored by the 2020 Kings of New York

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Klara Muratova

Klara Muratova

Honored by NY Power Women in Business

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SUNY Old Westbury "Highways to Your Future"

SUNY Old Westbury "Highways to Your Future"

Our own Steven D. Lichtenstein, CLU, ChFC is interviewed in a recent segment of SUNY Old Westbury's "Highways to Your Future", their School of Professional Development iniative

Your Investment Goals and Plan

At the 2018 AALU Annual Meeting held in Washington, D.C. last week, our own Mark Murphy had the honor of presenting Nat Perlmutter with The Gerald H. Sherman Service Award, named for it’s first recipient. It's a recognition of the accomplishments and contributions made in helping AALU fulfill its mission to promote, protect and preserve life insurance. A well deserved honor. Congratulations Nat!


  • Steven J. Schacter, Esq, Senior Vice President's comments are featured in this article "Universal Life Insurance: Past it's Prime?"
  • Congratulations to our Associate and Colleague Dan Hochler for contributing thoughtful insights to the article "What Should Your Insurance Agent Do For You" published in US News and World Report on May 24, 2018:
  • Follow this link to Steve Leimberg Income Tax Planning Email Newsletter dated 2-8-18, distributed by Leimberg Information Services, Inc. where Nat Perlmutter and Michael Geeraerts discuss how Section 199A of the new tax law can effect pass through entities and how to reduce income taxes with proper planning:
  • Congratulations to Nat Perlmutter on his 2017 induction into the GAMA Hall of Fame, one of our industry's highest honors:
  • Congratulations Andie Perlmutter for being honored by Long Island Business News along with 49 other women as the Top 50 Most Influential Women in Business. Launched by LIBN in 2000, this program recognizes the Island’s top women professionals for business acumen, mentoring and community involvement. They represent the most influential women in business, government and the not-for-profit fields.
    LIBN Top Fifty Women
    This award is not issued or endorsed by Guardian or its subsidiaries.
  • Congratulations to our own Klara Muratova for contributing insightful quotes to the Living Confidently article, "How Women Make it Happen":
  • Congratulations to our Colleague Pambayan Meyyan, MBA on being a 2016 Honoree for the Long Island Business News Business and Finance Awards. This award recognizes financial professionals for their outstanding performance as stewards of Long Island and the surrounding area's corporations, government and nonprofit organizations.
    LIBN Business and Finance Honorees
    This award is not issued or endorsed by Guardian or its subsidiaries.
  • Nathan M. Perlmutter, 2010 President of AALU (Leadership for Advanced Life Underwriting) describes the Association's achievements and growing influence at the end of his Presidential term:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

This award is endorsed but not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List [2022] is based on criteria developed and obtained by SHOOK Research, LLC.  No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.

National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee.

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