Brett Cohen brings a decade of financial services experience and a remarkable family legacy to his role as a Financial Services Representative with the Center for Wealth Preservation.
An Indiana University graduate, Brett represents the fifth generation of his family to work in the life insurance industry - a legacy that includes an extraordinary piece of American history. His great-grandfather once sold Walt Disney a life insurance policy, and Disney used the cash value from that very policy to purchase the Florida land that would become Disney World.
With ten years at National Life, Brett has built his career on the foundation of genuine client relationships and careful listening. His passion for helping clients achieve their financial goals stems from both personal dedication and the deep family tradition of serving others through financial protection and guidance.
Brett's approach centers on discipline and truly understanding each client's unique concerns and aspirations. He takes pride in the lasting relationships he's cultivated with clients who trust him with their financial futures. This client-first philosophy, combined with his caring nature and exceptional listening skills, allows him to provide thoughtful guidance tailored to individual needs.
When not serving clients, Brett enjoys golf, comedy shows, concerts, and spending quality time with family and friends who appreciate both his professional expertise and his engaging personality.
Brett Cohen is licensed to sell Insurance Products in the following jurisdictions:
New York