Irene Jozefowicz-Norton, CLU, ChFC, CLTC

Irene has been a successful insurance and financial advisor for over thirty years. She specializes in estate planning, business succession planning, and advanced life insurance design planning for successful professionals and entrepreneurs who are in need of income and estate tax minimization strategies.

Prior to forming Norton Advisory Group, she was an associate at PH Robb Legacy Alliance, a high end insurance advisory firm which primarily focuses on solving the insurance and estate planning needs of the ultra-high net worth client and spent a number of years prior to that at American Business, a similar niche insurance advisory firm here in New York City. She also spent a number of years working with Mass Mutual, New England Life and Connecticut Mutual where she began her career in Boston.

She has periodically been a contributing writer on “Insurance Planning for the Professional” in specialty newsletters. In addition, she has conducted Estate Planning Seminars regarding the use of Trusts and Life Insurance including charitable estate planning strategies.

Irene’s academic credentials include a B.A. in Economics, graduating magna cum laude from Northeastern University. She earned the professional designations of Chartered Life Underwriter(CLU) and Chartered Financial Consultant (ChFC), as well as, a professional degree in the field of Long Term Care, Certified Long Term Care Consultant(CLTC). As a seasoned advisor, she values the importance of being knowledgeable and being able to integrate complex estate and tax planning strategies for her client’s benefit.

Ms. Norton holds Advanced Planning Certificates in Financial Counseling, Personal Tax Planning, and Estate Planning from the Society of Financial Professional’s Master of Science Financial Services program (MSFS). Her strength is in working effectively with her client’s various advisors so that the best course of action is taken by the client.

She is a member of the Society of Financial Services Professionals and the National Association of Life Underwriters, a former Board Member of the NYC  Chapter of National Association of Women’s Business Owners, and a former Vestry Member of her church.  Irene is married and lives in Chappaqua, NY and enjoys tennis and skiing in her spare time.