Jay Lipman
Wealth Management Advisor|CLU®, ChFC®, CLTC®
Personal
Family
A resident of West Islip, Jay is married to Susan and has two children, Timothy and Sarah.
Community Involvement
Jay is one of the founding directors and is currently the Vice President of Marketing for Partners Advancing West Islip Students (PAWS), an educational foundation.
Parent Teacher Association - PTA member since 1986.
Hobbies
Jay enjoys golf, travel and the Yankees.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Designations
Jay received the following designations from The American College:
- The Chartered Life Underwriter (CLU®)
- The Chartered Financial Consultant (ChFC®)
The following designation was received from The Corp. for Long-Term Care Certification, Inc:
- The Certified in Long-Term Care (CLTC®)
Education
- Bachelor of Arts in Communications from Long Island University (C W Post Center)
Awards and Recognition
- National Quality Award (1986 -1991; 1994 -2007)
- National Sales Achievement Award (1979 -1990)
- Million Dollar Round Table Qualifying/Life Member (1990)
Associations and Memberships
- National Association of Insurance and Financial Advisors (NAIFA)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
