Longevity Planning.Net's provides a full array of insurance products, including:
Additionally we market deferred variable annuities and fixed annuities to garner guaranteed income streams for our clients.
Longevity Planning Net core mission is to offer top notch solutions to our clients for the different phases and requirements of retirement planning.
We provide trusted and innovative solutions to use life insurance to create and preserve wealth. We are guided by our recognition that life insurance is an excellent asset and one of the best means possible to bequeath wealth.
Our strong technical abilities make us a valuable resource for helping evaluate high net worth client insurance needs in the following areas:
Jordan Toder is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) with a successful 30-year track record as an estate, wealth and business insurance specialist.
Jordan started LongevityPlanning.net to provide advanced planning to address the new realities of retirement. With advanced underwriting expertise and superior insurance product analysis, he maximizes opportunities for his clients.
Jordan was an Insurance Specialist for Merrill Lynch assigned to the Private Banking and Investment Group in New York City. He specialized in insurance structures for their high net worth clients, assets from $10 million, serving various market sectors, including private equity, Fortune 500 corporate officers, charitable organizations, and inherited wealth.
Prior to that he was associated with Arnone, Lowth, Fanning, Wilson & Rubin, Inc. – a regional estate planning firm with offices in NY and FL. Jordan developed his skills in sophisticated insurance strategies supporting wealth transfer and accumulation objectives for high net worth families, entrepreneurs and closely-held businesses. Client market sectors were manufacturing, national retailers, real estate developers.
Before that experience, Jordan was the top producing insurance specialist with Chase Insurance Agency when they started a boutique office providing marketing and product support to Chase Relationship Managers in the bank's Middle Market and Private Banking divisions.
He began his career as an agent for Equitable Life, where he was awarded the Hall of Fame medal for lifetime production, among other annual production awards.
Jordan received a Bachelor of Science degree from State University of New York at Albany and holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College, Bryn Mawr, PA.