Professional

Before Jay can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Jay.

 

Jay received the following designations from The American College:

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients

The following designation was received from The Corp. for Long-Term Care Certification, Inc:

The Certified in Long-Term Care (CLTC®) designation has given Jay one of the most extensive educations available for financial professionals in the field of long-term care insurance.  Graduates of the CLTC® designation program have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance.  The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.

 

 Education

  • Bachelor of Arts in Communications from Long Island University (C W Post Center)

Awards and Recognition

  • National Quality Award: 1986 -1991, 1994 -2007
  • National Sales Achievement Award: 1979 -1990
  • Million Dollar Round Table Qualifying/Life Member: 1990

Associations and Memberships

  • National Association of Insurance and Financial Advisors - NAIFA

 

Jay Lipman, CLU®, ChFC®, CLTC

Wealth Management Advisor

 

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