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Kalish Financial Services LLC

Alan Kalish has built a clientele that spans the years from 1973 to the present. Alan attended the American College in Bryn Mawr, PA over the years and has earned three designations: Charter Life Underwriter (CLU), Registered Health Underwriter (RHU) and Registered Employee Benefit Consultant (REBC). He concentrates in the small group insurance market as well as individual insurance needs and Medicare coverage. Kalish Financial Services offer Group Employment Benefits, Group Health, and Full-service Individual Life/Health Disability.

What we do at Kalish Financial Services is very simple: we recreate your insurance from scratch. We setup RISK FREE self-funding so you can avoid several pesky taxes, lots of governmental red tape, being at the mercy of large carriers, and get a likely refund at the end of the year. That means that instead of your money going somewhere mysterious and never coming back, it goes into an escrow account. We work with trusted national companies to manage those funds and pay out all claims. Anything left over after the year is yours to keep. Simple as that.

Obviously, we put a tremendous amount of effort into keeping things hassle free on your end. We love what we do, and believe that the best customer is an educated customer. Please let us bring you up to speed on what we can do for you. Contact us today!