The Income Experts — Annuity, Life Insurance and Medicare for CPAs and Financial Advisors
Less is More.
REACH THE TOP
We Have the Solution
Established in 2012, The Income Experts is a boutique insurance brokerage catering exclusively to CPAs and financial advisors. Annuities, life insurance, and Medicare — all in one place.
What We Offer
All your insurance needs, one trusted partner.
Annuities
With today's longer life expectancy, retirees worry about outliving their assets. An annuity is a viable tool that eases this concern and protects your clients' savings.
Life Insurance
Life insurance is the foundation of financial security — income replacement, final expenses, education funding, and business liquidity for your clients.
Medicare
Medicare planning tailored to each client's health and financial situation, delivered with the expertise your practice deserves.
Meet the Founder
Michael Fiore
President & Owner
The Income Experts was established in 2012 after Michael realized there was a huge disconnect in how financial professionals perceived insurance and its actual benefits. He quickly became the insurance arm for many financial advisors and CPAs. Michael knows he is only as successful as his clients.
“If you are your client's best pal, it sure makes it harder for him to fire you.”
Get in Touch
We are committed to top-level support.
Contact Information
Phone
609-605-6388Office
PMB #505, 100 Springdale Rd, Suite A3Cherry Hill, NJ 08003