Stephen Bellosi, AIF®

Apex Insurance Solutions

I am passionate about providing value to my clients and helping them achieve their financial, business and personal goals. My business philosophy is that goals are achieved when collaboration among professionals from various disciplines transcends the traditional "silo'd" approach. The orchestration of professionals and the deployment of highly effective strategies are keys to the protection and growth of my clients' businesses. I look forward to bringing value to you and your organization.

Contact Info
Stephen Bellosi, AIF® Apex Insurance Solutions
Resident license: 1617805
Licensed states:
California Connecticut Delaware Florida Georgia New Hampshire New Jersey Ohio Oklahoma Pennsylvania Texas Utah
Recommendations
0

No recommendations added yet. Be First!

Get free quote!
Articles
Filter articles:
ALL
Social Media
LIFE
A Quick Guide To Buying Life Insurance
• 11 min read
Sure, a lot of companies like to give you the ABCs of buying life insurance, but we think it’s important enough to offer a Step D as well. No one really likes to talk or think about life insurance. But for millions of Americans, life insurance...
CONTINUE READING
While I was in college, I spent a year and a half as an intern with a large life insurance company. But rather than getting coffee and filing paperwork for the insurance agents in the office, I was one of them. I learned all about different types of...
CONTINUE READING
Your credit history reveals more than whether you’re likely to repay a loan. Insurers see a connection between how you handle credit and your risk of dying early, and some use credit information to help price life insurance.   “Cred...
CONTINUE READING
Newsletter
LIFE
Lifetime Planning with Life Insurance
• 11 min read
Life insurance is one of the most important tools in modern financial planning, but it is not always the most appreciated. It has a role to play in virtually all phases of the typical family’s economic life cycle. This article outlines the step...
CONTINUE READING
Newsletter
BUSINESS
Protect your company from cyber criminals
• 11 min read
Cybersecurity breaches are frequent, frustrating and becoming more massive with each new headline. Anthem experienced the worst data breach in healthcare history in 2015. More than 78.8 million records were stolen by a foreign government that does n...
CONTINUE READING
Social Media
DI
Insurance Products You Can live Without
• 11 min read
Some financial products are must-haves. Retirement funds, health insurance and college savings accounts are all necessities for those who want to be prepared for major life expenses. However, there is no shortage of other policies, products and plan...
CONTINUE READING
Social Media
BUSINESS
Tips That Can Save Small Business Owners Money
• 11 min read
Small business owners are always mindful of their bottom line and looking for ways to save money. From overhead costs and insurance expenses, to payroll and real estate, small businesses expenses are a major factor in cash flow and profits.  &n...
CONTINUE READING
Are your friends narrow minded? You might qualify for the Million Dollar Round Table and hold multiple securities licenses and certifications, but your friends think of you as an insurance agent. “She sells life insurance. I don’t need an...
CONTINUE READING
Social Media
LIFE
Retirement And Life Insurance
• 11 min read
When people hear the words "life insurance," they immediately turn away from even discussing the matter. But what they may not understand is that it's an asset -- there to provide a stream of cash to help fund retirement tax-free and to...
CONTINUE READING
Does your company's social media presence need proper business insurance coverage? The answer might just be yes. As more and more small and mid-sized companies expand their media presences, risks accompany the rewards.   With social media...
CONTINUE READING