Kenneth Kohn, CLU, LUTCF

Partner

Retirement Planning Specialist

At Retirement Group

 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 Equitable 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.

 
 
 
 
 
* The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.  In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements.  To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com.  Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com
 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0H15341


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

EQUINOX FINANCIAL PARTNERS is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (516) 358-3834
Fax (516) 3583927
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