Herbert "Tom" Wolf

Credentials:
  • LUTCF®
  • MBA

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Financial Education

Languages: English

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my clients’ established goals. My personal goal is to become a lifetime resource for each and every client.


PRODUCTS AND SERVICES

 Fixed and Variable Annuities
 Charitable Giving Strategies
 Disability Income Insurance
 Estate Conservation Strategies
 Education Funding Strategies
 Health Insurance
 IRA Consolidation/Rollovers
 Long-Term Care Insurance
 Mortgage Protection (through life insurance and disability income insurance)
 Lump Sum Pension Distribution
 Medicare Supplement Coverage
 Pension Payout Alternatives
 Pension Transfer/Rollovers
 Mutual Funds
 Tax Sheltered Annuities, 403(b) Plans
 Term Insurance
 Universal Life Insurance
 Variable Universal Life Insurance
 Whole Life Insurance
 Managed Accounts
 Wealth Management Services
QUALIFICATIONS

 Licensed to sell Life, Accident and Health Insurance in NY, NJ, CT, CA, NC, SC, & AZ
 Certified in Long Term Care Partnership in NY and NJ
 Registered Representative
 Investment Advisor Representative 

PROFESSIONAL EXPERIENCE 

 Manager at Sears Roebuck & Co. in both Retail and Service areas


PERSONAL

 30 Year resident of Lake Grove, NY
 Family: wife and two children
 Hobbies: Cross Country Skiing
 BA, History, St. John’s University
 MBA, Management, St. John’s University
 LUTCF, The American College


ORGANIZATIONS

 Pre-Cana program – Assumption Parish
 Huntington Chamber of Commerce
 Hauppauge Industrial Association
 NAIFA
 LISR


 

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MassMutual Long Island Metro - Suffolk

Satellite Office

2929 Expressway Drive North Suite 200
Hauppauge, NY 11749

CRN201809-217502