We are focused on helping you gain clarity on where you are today and then to help you build a structure that will lead you to the future that you envision.
When it comes to strategic planning utilizing insurance products, you often hear people talk about the 30,000 foot view. The idea, of course, is to get up high enough to see the big picture. You’re in a plane flying at 30,000 feet. You look down to see the tiny houses and other buildings. At 30,000 feet, you just can’t get the proper perspective. So we’re convinced let’s descend from 30,000 feet. Let’s land that plane. It’s an expression that means to see a thing in its entirety, as a whole. To assess this is not by looking at how individual parts work, but “how the parts work together and as a whole.” It’s to see things in a broad view.
Ian Greenblatt
Ian Greenblatt is a financial services and life planning professional with over 25 years of industry experience specializing in providing guidance that is effective and easily implemented..
Ian believes that your plan should be fully understood and takes a “kitchen table” approach. He feels that a warm setting is best when discussing some of life’s more serious issues. Becoming well versed in Life planning with a insurance solution has been a passion and a consistent goal through the years.
After studying finance at State University at Old Westbury he embarked on the entrepreneurial venture by co-founding Waterview Business Partners, which gives Ian the freedom to focus on what is most important to his clients in protecting assets and planning using insurance based solutions.
He is a proud supporter of the Wounded Warrior Project and PKD Foundation (Polycystic Kidney Disease). In his small quantity of spare time he likes to investigate real-estate in warmer zip codes near the beach.
Ian is enjoying investing time and energy toward expanding “Insurance Based Life Planning” as a theme to the local community on Long Island.
Email Ian Greenblatt at [email protected]
Louis Pepe
Louis Pepe graduated from Adelphi University in 1992 receiving a degree in Business Management with a concentration in Finance. Since then he has continued his education in the industry by earning a wide variety of designations which has helped in servicing all aspects of his clients insurance needs. Louis understands that real life situations must be matched appropriately with the ever changing solutions that are available to today’s families.
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Email Lou Pepe at [email protected]
Brian Cohen
With more than 35 years experience in the business world, Brian has gained a full understanding of the various insurance products that advisors offer, the information that they receive and what really does make a difference when it comes to building a compliance minded business.
After 10 years on Wall Street, including the New York Futures Exchange, New York Stock Exchange and an option trading desk, Brian focused his career working with retail clients. He has worked at a variety of firms yet each has had the mindset of an entrepreneur, something that is very important to Brian.
Brian has been working towards expanding the team of Licensed Insurance Agents and affiliates at Waterview Business Partners. He also frequently speaks at business groups and to High School/College Students about communicating their value.
Affiliations:
Brookhaven Business Advisory Council
Crohn’s and Colitis Foundation
Toastmasters
Long Island Speakers Bureau
Email Brian Cohen at [email protected]