Susanne Ustaris-Lush Email & Phone Number

Susanne Ustaris-Lush is a Director of Insurance Operations at The KeyArx Group. She possess expertise in insurance, disability insurance, strategic financial planning, wealth management, health insurance and 15 more skills.

Listed skills include Insurance, Disability Insurance, Strategic Financial Planning, Wealth Management, and 16 others.

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  Director Of Insurance Operations

  The Keyarx Group

  Jun 2007 - Present - Greater New York City Area

  As Director of Insurance Operations at The KeyArx Group, I am responsible for all aspects of the underwriting process for Life, Disability (Individual and Group) and Long-Term Care Insurance. In this capacity, I evaluate sub-standard risks and acts as a liaison between the producers/wholesalers and various underwriting companies and administrators. I regularly interact with the client, particularly in the fact-finding and initial policy implementation phases. In addition, I discuss appropriate plan designs with the producer and prepare the final product for presentation purposes.I also perform in-force policy research and analysis with the goal of providing, not only continuing client service and contact, but also assuring that the customer’s insurance portfolios are reflective of current market-place benefits and conditions.At KeyArx, our Private Client Services Group focuses on the diverse and often complex needs of high-income individuals across all personal and professional backgrounds. As your advisor, we will assist you in developing, updating and maintaining a comprehensive financial “blueprint” based on your individual needs, goals and objectives.This integrated and personalized plan is designed to serve as the framework for your own risk protection, investment and overall wealth management strategy.-Retirement planning and funds accumulation-Wealth transfer-Investment criteria determination-Tax efficiency-Asset allocation-Education fundingMoreover, we view your “blueprint” as a living document and as such we will monitor and review it with you on a regular basis to ensure that its performance meets your changing goals and objectives.