Our Story

We Have Over 50 Years of Business Experience

We’ve built a reputation in the market through years of delivering personalized service that truly makes a difference. We're honored to be currently serving over 1,500 clients. Our commitment to excellence includes providing full-scale assistance for various needs, such as employee health insurance in NYC.

We Take the Guesswork Out of Coverage

We don't recommend identical coverage to every client. We help identify the unique properties and requirements of your business to arrive at your best options for a cost effective insurance benefit package. Not only that, we also carefully consider which coverage will keep pace with today’s competitive marketplace.

We'll help you decipher the sticking points like deductibles, co-insurances and maximum out of pocket limits along with the different networks available to groups and individuals.

WE DO THE LEG WORK TO SAVE YOU TIME AND MONEY

We offer choices from over 200 different insurance companies in order to achieve the best value for your insurance dollar balancing both price and benefits.

CONSULTANTS FOR YOUR BUSINESS AND PERSONAL LIFE

We are pros at controlling rising annual costs of benefits, a top business challenge. We extend that by offering our expert guidance with your personal insurance planning needs from term insurance to complex estate planning issues. Additionally, we provide you with a strategy for protecting your income with Disability Insurance and your senior years with Long Term Care.

Frequently Asked Questions

How many years has Margolis & Associates been in business?

Margolis & Associates has over 50 years of business experience in insurance and benefits solutions. We are proudly A+ Rated by the Better Business Bureau.

We proudly serve more than 1,500 clients to date, solidifying our lauded experience and reputation in the market.

Margolis & Associates offers many types of coverage including individual and employee group medical and ancillary benefits life insurance, disability insurance, long-term care plans, and many more.

The needs of your specific business drive our approach. We work closely with you to create the best options for a cost-effective insurance benefits package to keep up with today’s competitive marketplace, helping to decode deductibles, co-insurances, and maximum out-of-pocket limits. Our strategy includes using costing through small and large groups, associations and PEO’s (Professional Employer Organizations).

We never want you to feel like there aren’t enough options at your disposal. That’s why we offer choices from over 200 different insurance companies in our quest to achieve the best value for our clients’ insurance dollars, balancing both price and benefits.

Yes, they offer expertise in personal insurance planning needs from term insurance to complex estate planning  and wealth transfer issues and even strategies to protect income with Disability Insurance and the senior years with Long Term Care.

We go above and beyond for our clients by extending expert analysis and consulting, top-rated service teams, benefit options, and HR technology solutions to help make sure your questions are answered and your peace of mind is secure.

How Much Can You Save?

Is your broker giving you all the support you are entitled to? Call us to help you answer these questions and more.

We provide expert analysis & consulting, top-rated service teams, benefit options & HR technology solutions.

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