INSURANCE SERVICES

Life Insurance

Vanderbilt Insurance provides our agents with the products of most major carriers in NY State, as well as throughout the country. We offer a wide menu of term, whole life, universal life, and specialty life insurance products.

Health Insurance

The health and medical insurance market is changing rapidly. We provide access to many types of coverage for both large and smaller group markets.

Disability Insurance

Salary continuation is a need that may be filled with several carriers we make available to our agents. Individual and group disability plan, business overhead coverage, and special programs for carve out situations can also be designed.

Fixed Annuities

Vanderbilt Insurance offers fixed annuities from a wide list of insurance companies, both in and outside of New York.

Long Term Care

Our agency provides traditional long term care insurance, as well as the newer hybrid life & long term care alternatives. You can design protection based on your client’s desires and flexibility.

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing financial advisors and their clients greater access to values-aligned investments. Headquartered in a LEED-certified Platinum building, our commitment to changing the world begins at home in our office and within our culture. Vanderbilt’s culture has garnered multiple awards and was most recently named a 2020 “Best Places to Work on Long Island” for the third consecutive year by Long Island Business News.

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures | Privacy Policy | Public BCP

VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio.

Vanderbilt Securities LLC, and Vanderbilt Advisory Services comply with Section 326 of the USA PATRIOT Act. This law mandates that we request certain information about you while processing your account application. This information is used to verify your identity.

Securities products are:
• NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE

No information on this web site should be considered a recommendation or solicitation to invest in a particular security or type of security.

Neither asset allocation nor diversification can eliminate the risk of fluctuating prices and uncertain returns.

Past performance is not indicative of future results. Please obtain from your Financial Advisor, the prospectus(es) or other offering documents as applicable for the fee-based account program and read carefully before investing.

Vanderbilt Securities LLC is not a tax advisor. We suggest you consult your personal tax advisor and/or legal representative before making tax-related investment decisions.

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