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675 3rd Avenue, Suite #900, New York, NY 10017

(212) 986-0400
info@wealthbridgefg.com

Brokerage Services

WealthBridge Brokerage Services
9:00 AM – 5:00 PM EST +1 (908) 884-5873
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WealthBridge Brokerage Services

Insurance & Brokerage
for the Discerning Agent or Financial Professional

New York  ·  Est. in the Tradition of Excellence

We empower your insurance business and make it thrive

At WealthBridge Brokerage Services, our focus is on taking your insurance practice to the next level. We offer a wide range of products and services for Financial Advisors, Financial Planners, Registered Investment Advisors (RIAs), CPAs, and Wealth Managers.

Whether you're a seasoned insurance professional or a wealth manager ensuring your clients are properly protected, we have tailored service packages to meet your needs. Our suite of products includes annuities, disability, life insurance, and long-term care.

I
Life Insurance
Term, whole, universal & indexed
II
Annuities
Fixed, variable & indexed products
III
Disability
Individual & business overhead
IV
Long-Term Care
Traditional & hybrid LTC solutions
I Life Insurance Carriers ▼
44 carriers
Ameritas National Life Allianz Aetna AIG American National Global Atlantic American Amicable Assurity Bestow Brighthouse Financial Cincinnati Life CFG Life Equitable F&G Fidelity Life Foresters Gerber Life GPM Life Great American GWIC Guardian John Hancock Legal & General Lincoln Financial Lafayette Life MassMutual MetLife Mutual of Omaha Mutual Trust National Western Nationwide North American OneAmerica Pacific Life Penn Mutual Prudential Protective Royal Neighbors Securian SML SBLI Symetra Transamerica United Home Life
II Long-Term Care Carriers ▼
5 carriers
Mutual of Omaha National Guardian Life LifeSecure Genworth Transact
III Disability Carriers ▼
9 carriers
Ameritas Assurity Guardian MassMutual Mutual of Omaha Principal Fidelity Security Life The Standard Lloyd's
IV Annuity Carriers ▼
31 carriers
Ameritas National Life Allianz American Equity American National Lincoln Financial Athene Assurity ACLICO Equitable F&G Global Atlantic Great American Guardian Guggenheim Integrity Lafayette MassMutual Mutual of Omaha NFG Nationwide National Western North American OneAmerica Protective Securian SML SSL SILAC Symetra Reliance Standard Royal Neighbors
WealthBridge Brokerage Services  ·  A division derived from WealthBridge Financial Group
New York, NY  ·  All carrier links for licensed professionals only
Ken Carlson

Ken Carlson

Brokerage Manager/ Disability Specialist

908-884-5873

ken@wealthbridgefg.com

▶ Play on LinkedIn View on LinkedIn Ken Carlson – Brokerage Director, InsureTech Brokerage Ken Carlson serves as a Brokerage Director with WealthBridge Brokerage Services, supporting independent financial professionals in delivering...

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Nick Muscio

Nick Muscio

Advanced Sales Department

+1 (908) 420-5258

Nick is insurance licensed in New Jersey.
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