Kenneth Kohn, CLU, LUTCF

Kenneth Kohn, CLU, LUTCF

Retirement Planning Specialist

Phone: (516) 358-3834
Fax: (516) 3583927
E-mail:
 

 Kenneth Kohn, CLU®, LUTCF

Partner, Equinox Financial Partners,

 

Ken has been in the financial services business since 1986. His focus has been on working in the area of business succession, estate, and retirement planning strategies, as well as college funding and financial protection, including assessing the life insurance and disabil­ity income needs of individu­als, professionals and business owners. 
 
He is a member of MDRT, National Association of Insurance and Financial Advisors (NAIFA) and the Financial Industry Regulatory Authority (FINRA). He has received numerous awards for his exemplary client service and business knowledge. Company awards in­clude Top 50, Centurion, Top Club, Presidents Council, Hallmark II, and Circle of Excellence. As a graduate of Cornell University Ken is committed to education and keeping on top of changes in the financial indus­try. Ken expanded his knowledge by attending class­es at Harvard University and Wharton. He has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Cer­tificate in Retirement Planning*. Ken has served on the board of the Leukemia & Lymphoma Society and is currently working with the American Cancer Society.

 As a financial professional Ken creates value for cli­ents by looking at each customer as an individual with unique financial needs. He is committed to providing individuals, professionals and business owners with the attention necessary to help them achieve their financial goals, offering continued service as their needs change.

 
 
 
 
 
*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania

 

California Insurance License #: 0H15341


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