Max Broker Services, LLC

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Max Broker Services, LLC Life, Disability, LTC, Annuity services for brokers, agents, financial service professionals and you Representing many companies

The insurance market is not telling one simple story right now, and that nuance matters when you are talking to your cli...
10/14/2026

The insurance market is not telling one simple story right now, and that nuance matters when you are talking to your clients. Some lines are finally easing up after years of hard market conditions, while others remain just as tough.

Swipe through for a snapshot of where things actually stand and how we can help you navigate it, no matter which side of the market your client falls on.

Working on an account that does not fit neatly into "easy renewal" or "hard placement"? Reach out. That is exactly where we come in.

Life insurance needs change as life does, and that's where laddering comes in. Life insurance laddering can allow you to...
10/06/2026

Life insurance needs change as life does, and that's where laddering comes in. Life insurance laddering can allow you to align your coverage with your evolving financial responsibilities. Swipe through to learn more.

If you're interested in discussing life insurance laddering or wondering if it's the right approach for you, give us a call. We are happy to help.

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your ...
09/24/2026

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your wishes. While many people set these up once, it’s worth revisiting them from time to time. Swipe through to learn more.

If you’d like to review your current policies or talk through your beneficiary designations, feel free to reach out anytime. We are always happy to help.

Life changes can happen quickly, and they often affect your health insurance coverage in ways that aren’t immediately ob...
09/17/2026

Life changes can happen quickly, and they often affect your health insurance coverage in ways that aren’t immediately obvious. Our team is here to help you understand what those changes mean and make sure your coverage stays aligned with your needs.

Certain life events qualify you for a Special Enrollment Period, giving you a 60‑day window before or after the event to update or enroll in coverage outside the standard Open Enrollment Period. If you or someone in your household has experienced any of the following, it may be the right time to review your options:

• Getting married, divorced, or welcoming a new child
• Moving to a new ZIP code, county, or state
• Turning 26 and aging off a parent’s plan, or losing job‑based coverage
• Changes in income or household size
• Turning 65 and becoming eligible for Medicare, or becoming a U.S. citizen

If any of these situations apply to you, we’re here to help you navigate your Special Enrollment Period and find the right coverage for your needs. Reach out to our team anytime to get started.

As an insurance agent, you know that delivering strong customer service is always important, but it can be challenging w...
09/15/2026

As an insurance agent, you know that delivering strong customer service is always important, but it can be challenging when you are balancing tricky submissions, renewals, complicated overage questions, carrier requirements, and client expectations.

That is where working with the right MGAs, like our team, can make a real difference. Our role is not just to provide access to markets, but to help you respond faster, present better options, and give your clients a smoother experience from start to finish. Swipe for more information.

We are here to help you deliver the great experience you continuously deliver to your clients. That said, if you’d like to connect about how our team can assist you, don’t hesitate to give us a call.

And, as always, if there is an account you would like to discuss or a placement challenge we can help with, just reach out.

We wish everyone a safe and enjoyable Labor Day as we take a moment to recognize the hard work and dedication that keeps...
09/07/2026

We wish everyone a safe and enjoyable Labor Day as we take a moment to recognize the hard work and dedication that keeps our communities strong.

Our office will be closed on Monday, September 7th, and will reopen on Tuesday, September 8th. If you’d like to schedule a policy review or discuss life insurance, disability insurance, long term care, or annuity planning, feel free to reach out once we return.

We hope you enjoy a well-deserved break this holiday weekend.

Many homeowners miss the gap between what something is worth used and what it costs to buy new. In a policy review, that...
09/01/2026

Many homeowners miss the gap between what something is worth used and what it costs to buy new. In a policy review, that detail can change how a claim feels after a loss, because a 10-year-old appliance or couch may need a current replacement price, not a garage-sale estimate. Ask us to walk through your home policy terms and the items that matter most.

Small life changes can create big coverage questions. If your family has grown, your address changed, or your routine lo...
08/31/2026

Small life changes can create big coverage questions. If your family has grown, your address changed, or your routine looks different than it did at renewal, your policy may need a fresh look so the details match real life. Our team helps clients review what is already in place and understand what should be updated.

Review your life insurance paperwork before the next due date. Look for the grace period, payment method, and any notes ...
08/30/2026

Review your life insurance paperwork before the next due date. Look for the grace period, payment method, and any notes about reinstatement, which is the process of asking for coverage to start again after a lapse. Small changes like a new card number or a moved mailbox can cause a missed payment, so a simple check now can prevent a coverage gap later.

Growth can create coverage gaps when the policy stays the same. A small shop that starts delivering, storing customer pr...
08/29/2026

Growth can create coverage gaps when the policy stays the same. A small shop that starts delivering, storing customer property, or taking on larger contracts may face different risks than it did at renewal. Reviewing the details with your agency helps you understand what is included, what is not, and whether your limits still fit the work you do.

Address

30 David Road
Somers, NY
10589

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Sunday 10am - 4pm

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