Mark B. Koslow
PRESIDENT OF KOSLOW & ASSOCIATES, INC.
Mark B. Koslow, President at Koslow & Associates, Inc. Mark has extensive experience helping retires, and those planning retirement; protect their assets and invest wisely. His depth of knowledge in this area has made him a popular speaker at many Baby Boomer & Senior Seminars. Topics have included preservation of principle, optimizing your Social Security, not outliving your savings, asset protection, 401K rollovers, stretch IRA’s, Annuities, Senior Life Insurance, and Long Term Care.
He enjoys finding creative ways to help his clients get the best results to meet their investment and insurance needs. While thoughtful retirement and estate planning has always been important, Mark feels this may be the most critical time in the history of our country. It’s his opinion that the same tools are available to all those in his industry. The real key is to master their use. He believes firmly that the most important skill someone in his business can have is attentive listening. Many people have an agenda in mind for a client before they ever hear their individual needs and desires.
Mark’s not a cookie cutter type of guy. He wants to know about you, your family, and your needs and desires. Because he is independent of any particular company, he is never compelled to place his clients into whatever the company recommends. He can pick and choose the ones best suited for his clients, from the multiple options available. Having dealt with Alzheimer’s with his wife’s family as well as his own, Mark is very much aware of the emotional, physical, and financial toll it can take.
He strongly encourages clients to consider all the ramifications of aging, and the effect on your family and loved ones. He believes many of the challenges can be avoided by advanced planning. Mark and his wife Lisa split their time between their homes in Fancy Gap, Va (8 miles from the North Carolina border), and Palm Beach Gardens, FL. His company, Koslow & Associates, Inc. is licensed and does business in all 3 states (FL, NC & VA). Lisa and he have three Children, two Grandchildren and two Giant Schnauzers.