on your behalf
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.
Balep, Jr. an insurance and investments pioneer who had two
-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
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.
is a premier financial network of companies you can count
on for strength and stability.
COMPANIES - COMPETITIVE PRODUCTS
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.
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.
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.
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.
promise to you is high standards of professionalism, exemplary
service, and a guarantee of confidentiality.
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
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.
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.
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.
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.
core values are at the heart of the Organization. They define
how we conduct business and guide all our decisions and actions.
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.
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.
the organization who cares about people, care about you"
take great pride in our Thirty-One 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.
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