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Robert Intelisano, CLU, CSA, LUTCF
Owner | President of Intelisano & Associates

life insurance, asset protection

Just one call to the insurance doctor to handle ALL of your insurance needs!

Full service, “One Stop Shopping” let us shop the market and save you time and money.

Remember: The pricing is the same through a broker or the internet so call the Insurance Doctor and get free advice.  The reason is the insurance industry is regulated by each individual state which is unlike the banking and investment industries which are federally regulated.

 Robert Intelisano, CLU, CSA, LUTCF

molumen_phone_iconCall Robert at 917-359-3985        business-contact-32  Contact Robert here

  • Bio
  • Summary
  • Experience
  • Education

Robert is President & Founder of Intelisano & Associates. His expertise is in asset protection, long term care, estate planning as well as portfolio management. Robert has been successfully working with his clients and their advisors since 1987. A renowned speaker in his field, Robert lectures on a variety of financial planning topics to professional associations, companies and non-profit organizations as well. Robert is a significant contributor to the Center for Long Term Care Financing; an organization dedicated to ensuring quality long-term care for all Americans.

Robert leads a team of experienced specialists who help law and CPA firms with structured settlement analysis and design in addition to their own pension, health and employee benefits.

Robert is a graduate of Lehigh University with a B.S. in Marketing. He earned his LUTCF (Life Underwriter Training Council Fellow) designation in 1993, CLU (Charted Life Underwriter) designation in 1995 and his CSA (Certified Senior Advisor) designation in 2003. Robert has served on the board of the New York City Association of Insurance and Financial Advisors as well as a former Chairman of the Manhattan Continuing Education Program.

Robert is a volunteer and contributor to the MS Society, Ronald McDonald House and the Special Olympics. He is an avid sports and fitness enthusiast who enjoys music, reading and traveling the globe.

 

  • Life & Health insurance licensed since 1987
  • Prudential Rookie of the Year 1988
  • Qualified for MDRT Million Dollar Round Table 1990
  • Earned LUTCF Designation in 1993
  • Prudential Manager of the Year 1995
  • Earned Chartered Life Underwriter CLU in 1995
  • Founded Intelisano & Associates, Inc. in 1999
  • Earned Certified Senior Advisor CSA in 2003
President Intelisano & Associates Inc.

January 2001 – Present (13 years 2 months)Forest Hills, New York

Full Service Independent Insurance Agency representing 100+ Insurance Companies handling:

Life Insurance, Health Ins & Group benefits
Disability & Long term care insurance,

Estate & College Planning & Portfolio Management
Property & Casualty and business insurance

Lehigh University – College of Business and Economics 1983 – 1987

Robert is a graduate of Lehigh University | B.S, Marketing


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Robert Intelisano

Robert Intelisano

President | Founder
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