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Life Insurance
Our story began in 1973 with Stanley Sussman who sold life insurance through payroll deductions to corporations with his agency, Plans for Professionals (PFP). He noticed he was selling to many of the executives of these corporations but no one was selling to the employees and the average wage earners. At the time, John Schmitt, II was selling group insurance but had a connection with The Port Authority of New York and New Jersey Credit Union. They saw credit unions as a great niche, they shared their same values; they believed in people helping people and in financial security for all. It was the perfect pairing.

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Phone: (212) 564-6404

Address: 1 Exchange Plz Ste 2702, New York, NY 10006