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About

Michael Fliegelman, CLU, ChFC, AEP, RFC


Experience

  • Independent Insurance and Chartered Financial Consultant
  • Involved in the financial services profession since 1984.
  • American College – Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®)
  • Bachelor’s Degree in Business Administration from the State University of New York at New Paltz

Areas of Expertise

  • Life Insurance, Disability Insurance & Long Term Care Insurance
  • Estate Planning, Tax Planning & Business Succession Planning
  • Retirement Planning & Pension Design
  • Employee & Executive Benefits Planning
  • Investments
  • Holistic Financial Planning

Professional Affiliations and Awards

After Business Hours

  • Spending time with my wife Donna, son Danny and daughter Megan
  • Golfing
  • Sedona, AZ home, gazing up at the stars
  • Avid Sports Fan
  • Working with charitable organizations

Michael Fliegelman, CLU, ChFC, AEP, RFC
Independent Insurance and Chartered Financial Consultant

Phone: 631-262-9254

Email: Michael@MichaelFliegelman.com


View Michael Fliegelman , CLU,ChFC, AEP, RFC's profile on LinkedIn

Also Visit Me At:

WhyWholeLife.com

Michael Fliegelman
CLU, ChFC, AEP, RFC
Michael Fliegelman

Independent Insurance and Chartered Financial Consultant
Phone: 631-262-9254

For Agents and other Financial Advisors:

A Holistic Approach To Your Future Practice

and:

I wrote an article "Life Insurance & Long Term Care: Have You Figured out the Puzzle Yet?" that was published on  producersesource.com. You might want to take a look, as if/when you need long-term care, if not planned for, can risk your savings and your retirement, and it will impact your family and loved ones.

Be updated by e-mail:



Michael is now on the Governing Board of the Business Owner Resource Group

Business Owner Resource Group