How I Realized My Value to My Clients

The life altering benefits of insurance had been an abstraction to me until I came face-to-face with a client situation that brought me great satisfaction and taught me a lesson about the value I bring to clients.

Read about the experience that changed me from an insurance agent to an insurance advocate by clicking on the link to the Eddy and Schein In-Home Administrators for Seniors blog.


Multi Part Education TV Series on Public Access TV – The Challenges of the Sandwich Generation

The first of a four part series can now be seen on Public access TV, on “The Challenges facing the Sandwich Generation”.  It’s a job they can’t say no to, and something they never prepared for.  It is on Channel 76 (Cablevision) and Channel 36 (Fios) and will air for the next four weeks.

Host Ernest Csak interviews Evan Gilder, Accountant at Redig Financial Services, about the financial and tax implications surrounding long term care of older family members.



Tips for Seniors to Avoid Scams

This article  (Copyright 2016 – News & Record, Greensboro, N.C.) appeared in the online CPA Practice Advisor online publication, discusses proactive initiatives taken in Greensboro, North Carolina to teach senior citizens the warning signs of fraud at free training sessions, then encourage them to spread the information to their friends and neighbors. Perhaps we might be interested in offering a similar program in the greater NY area?


Submitted by Perry Shulman, CPA   12/30/2016 [email protected]



Personal Document Locator

The Personal Document Locator is a detailed list of where one stores their important records, the contact information for primary advisors, family members, trustees and other important information. The list should be updated at least once a year to ensure its accuracy.

The list will be most helpful in the event of disability or death.

Please contact me at [email protected] should you have any suggestions or comments.


Perry A. Shulman, CPA




Insurance Agents……..Greedy & Money Grubbing?

Over the past 20 years I have seen numerous articles in well-respected newspapers and magazines maligning insurance agents as being primarily motivated by greed and not working in the best interest of the client.

President Kennedy understood our worth when he said:

“I can think of no more effective agent in advancing our freedom to live as we choose than the insurance salesman. This man knows the economic pulse of the country as few men may, for he walks all streets of American life and he sits down and talks to youth and to the mature and to the aged. He knows their wants. He helps them to help themselves in times of need. He builds, for he helps others to build. He insures the future. He is respected. And he is a friend.”

The following URL links to an article that explains what reporters often miss.

9 Tips for Purchasing Life Insurance From a “Greedy” Insurance Agent

Meet Google Drive – One place for all your files

Google Drive is a free way to keep your files backed up and easy to reach from any phone, tablet, or computer. Start with 15GB of Google storage – free.