Andrew F. Paulus, MDRT, CLTC
Life, Health, & Disability Insurance Representative
Andrew joined Professional Wealth Associates in 2015, bringing with him 12 years of experience as a Financial Representative. In his role, Andrew helps guide his clients through the often-overwhelming process of creating an insurance and financial plan. He works with clients as an architect, educating and developing financial blueprints for individuals, families, and business owners to understand their objectives and prioritize goals. Building a strong foundation is a central tenet in Andrew’s client process as only with a strong foundation will a portfolio have the best chances of weathering life’s challenging storms. Additionally, Andrew designed the “The Children’s Life Portfolio,” a planning concept which affords new parents the ability to provide the financial resources necessary for their child’s milestones, such as funding a college education, purchasing their first car, putting a down payment on a home, and even potentially helping to fund the child’s retirement. Other areas Andrew specializes in include Life & Health Insurance, Pension Max Concepts for both the NYPD and FDNY, Estate Planning, Long-Term Care Insurance, Special Needs Planning, Business Succession Planning, College Planning, Key Man Business Insurance, and Fixed Annuities.
In April of 2021, Andrew completed the coursework for the designation of CLTC (Certification for Long-Term Care) providing PWA clients a higher level of expertise in long-term care, including Medicare and Medicaid solutions for elder care planning.
Prior to becoming a Financial Representative in 2008, Andrew completed a 21-year career with BMW of North America as their 8th highest ranked Lease & Financial Advisor in the United States.
In 2011, Andrew became a qualifying member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which is a global, independent association of more than 72,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Andrew is Licensed in New York State, CT, CA, FL, SC, NC, WI, DE, MD to provide Life, Health, and Accident insurance solutions.
Favorite Quote: “We never stand so tall as when we kneel to help a child” -- Alexander Scott