ABOUT US

Working on your behalf

Established in 1988, PaulBalep is specialized in selling investors large and small, a wide array of insurance and investment services in the United States of America and abroad.

Its Founder, President & CEO Paul Balep, Jr. takes pride in having years of experience in the financial industry and believes that a person without a financial plan is an individual who plans to fail financially. For any financial plan to be successful, it should address an individual's goals according to his or her priorities. It should be comprehensive enough to cover all the applications of financial planning, and it should be flexible enough to meet changing economic conditions.

Paul Balep, Jr. an insurance and investments pioneer who had two simple ideas:

-To help people protect themselves and their loved ones from the financial burden of their final expenses, invest successfully,

- and to offer them the tools they needed to do so. Paul Balep, Jr. was a strong individualist, and admired independence in others.

But when it came to investing or protecting, he observed that almost everyone needed some help.

Today, these ideas are still the foundation of our business. Paul Balep, Jr. believes that given the right tools, individuals make their own best protection and investment decisions. After all, no one understands your situation better than you do.

PaulBalep's job is to "meet you halfway". We'll give you the practical information you need. We'll help you ask the right questions and apply your own intelligence and common sense. Then we'll help you match the most appropriate insurance and investment plans possible to your needs. And you won't have to worry about sales pressure. We believe you'll make smarter decisions without it.

Whether you're getting started or you're an old hand, we're sure that PaulBalep will be able to serve your insurance and investment needs well. In the years since then, through the successive ups and downs in the economy, we've achieved a level of performance respected throughout the insurance industry. We've done it with exceptional service, an innovative product line and a sound investment strategy of our partners companies.

PaulBalep is a premier financial network of companies you can count on for strength and stability.

COMPETENT COMPANIES - COMPETITIVE PRODUCTS

When it comes to selecting who can best serve you, we seek out only the most respected companies with the highest quality products. Their products round out our offering, making our portfolio one of the industry's most complete.

OUR VISION

PaulBalep will be the leader in offering our clients the advantage of comparing the products of numerous fine companies and designing an individual plan that fits your personal financial needs, goals and budget.

Our vision is a statement of where the Organization sees itself heading - and where we want to be as far out as 5 - 10 years from today. It is our guiding principle and the goal that everyone in the organization reaches for every day.

OUR MISSION

To assist you, our Client, in becoming more profitable and achieve your individual goals by providing competent knowledgeable consultative service you desire, at the highest value using superior products and proven methods.

Our promise to you is high standards of professionalism, exemplary service, and a guarantee of confidentiality.

Our mission provides everyone with a clear, shared sense of purpose and direction. It is a definition of what we do and how we work, and it helps us work both independently and as a team toward realizing our vision.

"People Don't Care How Much you Know Until They Know How Much You Care"

PaulBalep's CORE VALUES

Client centricity

Our clients are at the center of everything we do, and our products, services and business processes must be tuned to their needs. Every action we take must be aimed at doing the best job for our clients - both external and internal - and we must listen to our clients and champion their interests at every moment.

Integrity

Integrity is the foundation of who we are and what we stand for. Integrity helps us build trust and respect among all of our business relationships - with each other, and with our clients. Integrity means that there is no gap between what we say and what we do, and there is continuity between our thoughts and actions. Our guiding principles of integrity are our strong Code of Ethics and our commitment to uphold the highest standards of organization governance.

Energized teams

PaulBalep recognizes the fact that world-class organizations are comprised of world-class people - representatives who are adaptive, engaged, diverse and eager to learn. We are in the insurance and investments business and our greatest asset is truly our people. We are committed to putting the best people in the right places within the organization, and giving them the right training, tools and resources to succeed. We will ensure that the behaviors of our representatives reflect our commitment to diversity and the fact that all backgrounds and talents are welcome at PaulBalep.

Competitiveness

Today's environment demands that we remain nimble, flexible and responsive. We will always strive for market leadership, taking advantage of market opportunities and maintaining a competitive edge. PaulBalep will remain focused on sales excellence, and creating the most cost-efficient and client-centric structure.

Our core values are at the heart of the Organization. They define how we conduct business and guide all our decisions and actions.

Visit the Home Pages of the Health, Life, Auto, Homeowners, Condominium, Renters, Business Insurance, Dental, Disability, Medicare Supplement, Long-Term Care Insurance and Investment companies we represent by clicking on their logos below.

PaulBalep is one of the best marketers of Individual and Group Health, Life, Auto, Homeowners, Condominium, Renters, Business Insurance, Dental, Disability, Medicare Supplement, Long-Term Care Insurance, IRA and Annuity Plans in the Northeast Region.

"Let the organization who cares about people, care about you"

We take great pride in our Thirty-Three years legacy of service to America's families and businesses. And we represent more insurance and investment carriers. For you that means one-stop shopping from the largest selection of plans and options to meet your individual or company's needs.

"I wouldn't buy a suit from two places - the pants at one, the jacket at another - so why deal with six companies when PaulBalep offers all the options to give you a perfect fit?"

For the fastest route to success, call our toll free service at:1-800-964-8614.