Margolis And Associates Masthead

Our Story

Margolis & Associates

The Right Tools In The Right Hands Makes The Decision Making Process Less Painful

Over 50 years of business experience qualifies us to help our clients develop cost-effective solutions for businesses, families and individuals with the tri-state area of New York , New Jersey and Connecticut.

Disability Insurance. What Value Do You Put On You?

If you were unable to work, how long could you and your family afford to go without a paycheck?

We Look At "You" To Find The Best Life Insurance Coverage

We represent over 200 A-Rated carriers and can assist you with the personal touch in finding the right match for you.

Is Long Term Care Insurance A Good Option For You?

Few people can afford home health care, assisted living or nursing home expenses out of pocket. Our team of advisors recommend options that best fit your retirement plan.

Consumer Directed Health Plans & Savings Accounts Are The New Wave Of Medical Insurance

Let us help you keep up with the changes, improve your risk management and internal practices to reduce insurance costs.

Cost-Effective Group Benefits Packages

We’re your guide to competitive group, dental, disability, vision, life, critical illness and international insurance coverage packages that helps your organization to attract vital employees.

Key Person Insurance, Executive Benefits, Business Continuation & Estate Planning

In today’s competitive marketplace, it is more important than ever to cover all your bases.

Cost-Effective Benefits Package

WE HAVE OVER 50 YEARS OF BUSINESS EXPERIENCE

We’ve built a reputation in the market through years of delivering high quality and personalized service. We are proud to be currently serving over 1,500 clients.

WE TAKE THE GUESSWORK OUT OF COVERAGE

We work with your business to formulate your best options for a cost effective insurance benefit package which will keep pace with today’s competitive marketplace.

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

Our Expertise

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.

How Much Can You Save?