Alan M. Kalish CLU, RHU, REBC
Alan was born in Brooklyn, NY and grew up in Philly. He graduated Northeast High in 1965, and Temple U. in 1969 with a BA in Sociology. He enlisted in the US Navy and served 2 years Active Duty aboard the USS CONYNGHAM DDG 17 as Weapons Dept.
Yeoman. He lived in Israel for two years after his naval service. In 1973, upon his return from Israel, Alan entered the life insurance industry as an agent of Phoenix Mutual Life Insurance Co.
Alan has three designations from The American College in Bryn Mawr.
He is a Charter Life Underwriter (CLU), a Registered Health Underwriter (RHU) and a Registered Employee Benefit Consultant (REBC).
His area of expertise is Group Employee Benefits and both Individual Medical policies and Medicare Insurance programs.
He formed Kalish Financial Services, LLC in January 2000.
Presently, his daughter Dafna is preparing to join the firm and make it a true family business along with his son Yosef, who works for him remotely from Jerusalem, Israel!
As of this past July Alan, has been in business 48 years.
Alan is married and lives in the Rhawnhurst section of the city. He and his wife Sandy celebrated their 41st Wedding Anniversary and have a total of six children, 30 grandkids and one great grandson!
They live in Colorado, New York and in Israel.
He enjoys gardening, cooking, photography, cycling (when he can get back on his bike!) fine wines, reading and being a member of this BNI Chapter, beginning my 6th year!!