Business Details
36 Years
experience
Trusted Wholesale Life Insurance Solutions Partner
Founded in 1990 by Marty Katz and Gary Nassau, our agency combines over 40 years of industry experience to serve insurance professionals nationwide. We specialize in life insurance, long-term care, disability, and annuities, providing brokers and financial advisors with market access to top carriers. Under President Joe Bosnack since 2012, we maintain hands-on client relationships and prioritize expert guidance from submission to commission. Our 2017 merger with W.S. Vogel expanded our heritage to 1928, solidifying our position as a trusted partner. We offer dedicated support through partnerships like KNA West and Colonial Brokerage House, ensuring advisors receive tailored solutions.Our team actively participates in industry leadership roles, including Subcenters and NAILBA, to stay at the forefront of market trends. We empower property and casualty brokers to meet client needs beyond their standard offerings while delivering best-in-class service. With offices in New York and strategic partnerships across the U.S., we combine local expertise with national resources. Our commitment to innovation and client success has made us a preferred wholesaler for career life agents and financial firms. By bridging traditional brokerage needs with modern solutions, we help advisors enhance their product offerings and client relationships.
Services
Life Insurance Brokerage
Annuity Solutions
Long-Term Care
Disability Insurance
Market Access
Expert Underwriting Guidance
Details
- Year established: 1990
Highlights and features
- 30+ years of industry experience guiding our team
- Direct access to top-tier life insurance carriers
- Hands-on support from submission to commission
- Dedicated team with deep underwriting expertise
- Active leadership roles in major insurance associations
Services
Life Insurance Brokerage
We connect brokers with top-tier life insurance carriers, offering expert underwriting guidance and personalized support throughout the application process. Our team helps advisors select optimal products for client needs while ensuring efficient policy issuance. With access to multiple carriers, we provide tailored solutions for term, whole, and universal life insurance.
Annuity Solutions
Our annuity division, KNA West, delivers comprehensive fixed and variable annuity options through strategic partnerships. We assist financial advisors in creating retirement income solutions that align with clients' long-term goals. Our specialists provide market insights and product comparisons to help advisors choose appropriate annuity products for their clients.
Long-Term Care
We offer specialized long-term care insurance products that address modern healthcare needs. Our team educates brokers on hybrid policies combining life insurance with care benefits, helping clients protect assets while planning for future care requirements through customized coverage options.
Disability Insurance
Our disability insurance solutions help advisors protect clients' earning potential through comprehensive income replacement plans. We provide access to specialized carriers offering individual and group disability policies with customizable benefit periods and coverage amounts tailored to diverse professional needs.
Expert Underwriting Guidance
We offer specialized underwriting support to help brokers navigate complex cases, providing carrier-specific insights and medical condition evaluations. Our team's industry expertise enables creative solutions for challenging applications, improving approval rates and optimizing policy terms for clients with unique health profiles.
People
Joe Bosnack
President and CEO
With over 30 years in the insurance industry, Joe has led Katz Nassau since 2012. He brings deep expertise in life insurance and serves on key industry boards, including Subcenters and former NAILBA director. Joe focuses on hands-on client relationships and strategic growth initiatives.
Marty Katz
Co-Founder
Co-founded Katz Nassau in 1990 with Gary Nassau, combining decades of experience to build a legacy of industry leadership. His vision established the foundation for our commitment to broker support and market access solutions.
Gary Nassau
Co-Founder
Co-founder with Marty Katz in 1990, Gary contributed extensive insurance expertise to establish our agency's core values. His leadership helped shape our approach to broker partnerships and product specialization before transitioning leadership to the current team.
Questions
What services does Katz Nassau offer?
We specialize in life insurance, long-term care, disability, and annuities for brokers and financial advisors.
How do you support property and casualty brokers?
We provide market access and expert guidance to help P&C brokers meet clients' life insurance needs.
What geographic areas do you serve?
We operate nationwide through our New York headquarters and strategic partnerships across the U.S.
Who will I work with directly?
You'll collaborate directly with President Joe Bosnack and our dedicated team of insurance specialists.
What makes you different from online platforms?
Our hands-on expertise and industry relationships deliver personalized solutions that automated systems cannot match.
