Life Insurance
Thank you for your interest.
The primary purpose of life insurance is to protect your dependents financially in the event of your death. Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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| Opes Private Wealth |
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11 Gay Rd
East Hampton,
NY
11937
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| Phone: Main Office: 631 324 6570 Marc Lowlicht: 631 804 0763 Zachary Eisner: 646 660 5283 | • | Fax: Fax: 631 907 3035 |
| www.opesprivatewealth.com | • | mlowlicht@opesprivatewealth.com zeisner@opesprivatewealth.com |
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Opes Private Wealth Management financial professionals may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. Legal Disclosure Customer Relationship Summary Investments may lose value. Not FDIC insured.
Please Contact Us: CEO: mlowlicht@opesprivatewealth.com Vice President of Financial Planning: zeisner@opesprivatewealth.com
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