Business Details
36 Years
experience
Trusted Wholesale Life Insurance Solutions
Founded in 1990 by Marty Katz and Gary Nassau, our agency combines over 40 years of industry expertise to serve insurance professionals nationwide. As a wholesale life insurance provider, we specialize in connecting property and casualty brokers, career life agents, and financial advisors with the carriers and products their clients need. Under President Joe Bosnack's leadership since 2012, we maintain hands-on client relationships while expanding our reach through strategic partnerships like KNA West and W.S. Vogel. Our team brings deep knowledge of life insurance, long-term care, disability, and annuities, with Joe's 30+ years of experience positioning us as a trusted industry leader.We actively participate in key associations including Subcenters and NAILBA, advocating for advisors in legislative arenas while delivering personalized support from submission through commission. Our 2021 partnerships with Parmett Group and Colonial Brokerage House further strengthened our national presence, ensuring advisors receive best-in-class service and market access.
Services
Life Insurance
Long-Term Care
Disability Insurance
Annuities
Market Access
Details
- Year established: 1990
Highlights and features
- 30+ years of life insurance expertise through industry cycles
- Dedicated team provides hands-on support from submission to commission
- Industry-leading partnerships expand market access and product offerings
- Proven track record serving 1000+ insurance professionals nationwide
- Active advocacy in legislative arenas protects advisor interests
Services
Life Insurance
We provide comprehensive life insurance solutions tailored for property and casualty brokers, career life agents, and financial advisors. Our offerings include term life, whole life, and universal life products from top-rated carriers. With dedicated support from submission through commission, we help advisors meet diverse client needs while maintaining competitive advantage in evolving markets.
Long-Term Care
Our long-term care insurance solutions help advisors address growing client needs for elder care planning. We offer hybrid policies combining life insurance with LTC benefits, traditional standalone LTC policies, and partnership programs. Our experts guide advisors through complex underwriting processes while maintaining compliance with state-specific regulations and carrier requirements.
Disability Insurance
We deliver customized disability insurance solutions protecting clients' earning potential. Our offerings include individual disability policies, business overhead expense coverage, and key person insurance. Our team provides market comparisons, underwriting guidance, and claims advocacy to help advisors deliver comprehensive protection strategies for professionals across industries.
Annuities
Through our KNA West division, we offer fixed, indexed, and variable annuity products for retirement planning. Our specialists provide market analysis, product comparisons, and suitability assessments to help advisors create income strategies. We maintain relationships with top annuity providers to ensure competitive rates and innovative features for client portfolios.
Market Access
We grant advisors access to a broad network of life insurance carriers through strategic partnerships. Our industry connections enable placement of difficult-to-place cases, access to exclusive products, and competitive underwriting terms. With relationships dating to 1928 through W.S. Vogel's legacy, we ensure advisors can meet diverse client needs across all risk profiles.
People
Joe Bosnack
President & CEO
With 30+ years in life insurance, Joe Bosnack leads Katz Nassau as President since 2012. He serves on Subcenters' Board of Directors and previously held leadership roles at NAILBA and CIBGNY. Joe advocates for insurance professionals in Albany and Washington DC while maintaining hands-on client relationships.
Questions
What services does Katz Nassau offer?
We specialize in life insurance, long-term care, disability insurance, and annuities for insurance professionals. Our services include market access, underwriting guidance, and personalized support throughout the policy lifecycle.
How do you help property and casualty brokers?
We provide P&C brokers access to life insurance carriers and products they don't typically offer. Our experts assist with case submission, underwriting, and commission processing to help brokers meet client needs.
What makes Katz Nassau different?
Our 30+ years of industry experience, strategic partnerships since 1928, and hands-on approach set us apart. We combine deep product knowledge with personalized service from submission through commission.
Do you work with financial advisors?
Yes, we partner with wealth managers to create comprehensive financial plans. Our team helps develop strategies aligning with clients' long-term goals through life insurance and annuity products.
What geographic areas do you serve?
We operate nationwide through strategic partnerships in multiple regions. Our expanded footprint includes collaborations in New York, Virginia, and western markets through KNA West.
