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Counselor helps people make long-term financial plans

Ed Rosen’s asset management service an asset to many

By Susie Davidson

Advocate Correspondent

Since 1968, Ed Rosen has been giving advice on long-term financial security. Today, he’s needed more than ever.

“Two issues in this day and age have become critical,” said the Brookline businessman and insurance circuit speaker. “The first is that peoples’ assets have been shrinking, due to the loss of investment income. Added to that, health care costs have become so exorbitant, any assets left are at risk as well.”

Rosen is equipped to help get people out of the maze of asset management and onto solid ground. His vast knowledge base in corporate and professional insurance matters has enabled his clients to properly and optimally manage long-term financial concerns such as estate taxes, last expenses, Medicare, Medicaid, business continuity and preservation of assets.

The self-taught personal asset counselor mastered the field by attending insurance workshops, courses and seminars over the past 30 years, given by various companies, schools and organizations. Nowdays, he often travels to speak himself before company meetings and investment groups; recent locales have included Wellbridge in Newton and the Marriott Vacation Club’s Customs House in Boston, where he spoke with attorneys and accountants from a legal and accounting point of view. He has also spoken at the Marriott Palm Desert in Palm Springs, California and at several US cities for meetings of the national association Life Insurance Million Dollar Roundtable, as well as on Celebrity and Renaissance cruise lines.

Rosen is a former partner of the Mutual Benefit Life Insurance Company and a member of their Presidents, Masters, and Star Masters Clubs. He belongs to Sun Life of Canada’s McCauley Club, is a Life Member of the Million Dollar Round Table, and has received the National Quality Award and the National Sales Achievement Award. He has appeared on Brookline Access Television and has written articles for industry publications.

“I offer an educational meeting to help people arrive at an informed decision,” he explained. He feels that private consultation can help examine strategies to create the program that is right for them. “Frequently,” he added, “a professional team approach has been utilized to solve the unique and intricate problems associated with accumulated wealth.” The policy people purchase, he explained, will ideally create the financial resources to ultimately pay for care in a person’s own home, assisted care facility or a nursing home. “We are protecting and preserving peoples’ assets,” he said.

Rosen believes that people should begin to consider long-term care possibilities when they are in their mid-40s; most people, however, do so between the ages of 40s to 80s. His own clients, local and nationally-based, fall roughly between the ages of 43 and 85, with net worths between $400,000 and $15 million.

Rosen is currently a trustee and Vice President of Member Benefits at the Brookline Chamber of Commerce, and a Past president of the New England Realty Lodge of B’Nai B’rith (now called the New England Realty Unit), which he has been a member of for over 30 years.

One of three children, Rosen was active in AZA and bar mitvahed at Agudas Achim Synagogue of Hartford, Connecticut. Active from an early age, he was voted the best dancer in junior high school and played varsity basketball and baseball. Following his 1952 Little League no-hitter, he was interviewed on local radio and brought to Fenway Park to meet Ted Williams. Between the Korean and Vietnam Wars, he served over three years in the US Army Security Agency in Tokyo, with top-secret clearance. He was honorably discharged when his businessman father became ill.

Rosen, who regularly plays golf and tennis, has been married for 16 years to Jackie Young, who is the Vice President of Human Resources for AAA of Southern New England. Young’s family is very active in the Portland, Maine Jewish community; their business, Young’s Furniture, is long-established. He also has two children and two grandchildren from a prior marriage.

Although his life insurance sales have exceeded $125 million, Rosen stresses the value of investigating the service, whether or not people buy into an actual plan. “This is a great education,” he said. “If they purchase, fine, if they don’t, they still gain valuable knowledge.”

For information, please call 617-566-7233 or email edward.rosen3@verizon.net.

He has been involved with time-conscious, successful people since 1968, counseling them in determining and meeting their financial needs and goals.

“To help protect accumulated assets”

has operated his insurance brokerage business, located at 14 Parkman St., for 34 years. “My business is based around educating people about the need for Long Term Care Insurance, Life Insurance and Annuities,” he explained.

and Financial Concerns of the Elderly

Ed Rosen counsels busy people on asset management

Rosen can be contacted at golfduo1@aol.com or by calling 617- 566-7233.

Invites you to discuss

LONG TERM CARE INSURANCE POLICIES

“To help protect accumulated assets”

Medicare, Medicaid and Financial Concerns of the Elderly

Since 1968, Edward H. Rosen has been involved with busy successful people, helping them determine their financial needs and goals. Frequently, a professional team approach has been utilized to solve the intricate problems associated with accumulated wealth. Mr. Rosen’s knowledge of long term care insurance, life insurance, annuities and disability insurance as well as other corporate and professional insurance matters has helped his clients’ substantial liquidity requirements for estate taxes, last expenses, business continuity and preservation of assets.

Talks and seminars in the near future.

Currently he is a Vice President/Board of Directors member of the Brookline Chamber of Commerce

Invites you to discuss

LONG TERM CARE INSURANCE POLICIES

Mr. Rosen was a former partner of the Mutual Benefit Life Insurance Company and a member of their Presidents Club, Masters Club, and Star Masters Club. He has also attained membership in the Sun Life of Canada’s prestigious McCauley Club. He has been a “Qualifying” and Life Member of the Million Dollar Round Table and has received the National Quality Award and the National Sales Achievement Award. He has appeared on television, spoken before company meetings and investment groups, on cruise lines, and published articles for the life insurance industry.

Currently he is a Vice President/Board of Directors member of the Brookline Chamber of Commerce and a past President of the New England Realty Unit of B’nai Brith.

EDWARD H. ROSEN

14 Parkman Street, Suite One, Brookline, MA 02446-3802

Phone (617) 566-7233 Fax (617) 264-9412

E-mail:edward.rosen3@verizon.net