Our Qualifications

Charles "Chuck" Newman CLU, Principal of The Charles J. Newman Co.,LLC is a licensed insurance agent maintaining agent and brokerage relationships with more than three dozen insurance companies.

Services provided include cost/benefit reviews of individual and group life, health, disability and long term care insurance coverage as well as supplemental employee benefits and retirement plans. Cost saving alternative proposals are designed to fit employer and employee requirements.

Chuck has presented seminars regarding insurance protection issues to The New York State United Teachers, AARP, The Masters Association of Metal Finishers, The Westchester County Bar Association, Con Edison Retirees and The National Association of Women Business Owners.

He has been endorsed by the Westchester County Correction Officer's Benevolent Association to provide insurance to its membership.

Chuck is a qualifying member of the Million Dollar Round Table* and has been named to the Leaders Club* of both Connecticut Mutual and MassMutual Life Insurance Companies. He is a member of The National Association of Insurance and Financial Advisors as well as the Society of Financial Service Professionals.

As a Chartered Life Underwriter (CLU) designee, Chuck has completed an eight course curriculum of study, 16 hours of supervised examinations, and fulfilled stringent experience and ethics requirements. Subject matter covered by the program includes life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and employee benefits.

Newman began his insurance career in 1992 and insures over 2,000 individuals and nearly 200 employer groups. He is a lifelong resident of Northern Westchester and volunteers for The First Hebrew Congregation of Peekskill, and The PKD Foundation.

*Membership based upon sales production criteria.