Menu

Meet Specific Solutions

We are a multi-company General Agency, established in 1976, specializing in life, disability income, long term care, annuities and impaired risk. We utilize more than 50 insurance companies, including the “major” top rated companies in the industry. Through our diversity of companies and products, we provide you and your clients the most competitive insurance solution to match each specific situation.

Your business is complemented by marketing and administrative support teams, including illustration case design, interactive website accessibility, application processing and policy owner service, as well as specialized assistance with executive benefits and estate planning solutions.

Our founding company, Long and Katzman & Assoc., has been serving the insurance brokerage community since 1963. Our experienced staff of over 30 is committed to providing superior service, serving over 5,000 advisors on multiple platforms throughout the country with millions of premium written representing tens of thousands of policies in force.

We look forward to working with you on your next case.

OUR PHILOSOPHIES

The ADVISOR is our customer and the most important person in our business.
The ADVISOR is not someone to argue or match wits with.
ADVISORS are not dependent on us – we are dependent on them.
ADVISORS are people who bring us their business – it is our job to serve them.
ADVISORS are not an interruption of our work – they are the purpose of it.
ADVISORS are deserving of the most courteous, positive, and attentive treatment we can give them.
ADVISORS do us a favor when they call – we are not doing a favor by serving them.
When the ADVISOR asks questions, the only correct response when you do not know the answer is: “I do not know, but I will find out for you,” then follow through!
ADVISORS are not cold statistics – they are flesh-and-blood human beings with feeling and emotions like our own.
The ADVISOR is the life-blood of this agency, and every one of our competitors’ agencies.
Learn more about What Sets Us Apart