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A Better Way To Make Financial Decisions

CPT Wealth Strategies has been creating financial solutions for over three decades that range from life insurance, disability income protection, long-term care planning, and annuity programs that generate income for life.

Schedule Time with Mike

As a valued client, our relationship is built on trust. With over three decades of experience and industry knowledge, CPT Wealth Strategies understands that each client is unique and faces different income challenges.

Meet Mike Roberts

Mike Roberts is an experienced professional in the Financial Services, Insurance and Risk Transfer industry. He assists clients in creating and implementing financial strategies for estate and business transfer and wealth accumulation. Robert's knowledge and expertise is in creating and protecting wealth transfer programs and mitigating risk.

He has been an MDRT Qualifier annually generating revenues in the millions of dollars. Mike started his career with AXA Equitable and has been a top producer at Mass Mutual and run the Private Client Wealth insurance practice at one of the preeminent NYC prestigious firms Frank Crystal and Co. and as the NY NJ CT Metropolitan Area Life planning specialist for Arthur J Gallagher Insurance and Financial Services division.Mike works with clients ranging from the Mail Room to the Board Room, Family Offices and Corporate Executive offices.These include private companies, unions, and individual estates. He provides his clients with the expertise needed to customize offerings with programs that guarantee immediate funding and risk mitigation in response to a program triggering event.

mike@cptwealth.com

917.328.4904

Licensed Insurance Professional. Respond and learn how we are helping individuals create retirement income strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.