SOCHACKI & ASSOCIATES
A Financial Consultancy
P.O. Box 819
Palatine, IL 60078-0819
ph: 888-843-4582
fax: 847-963-0264
alt: 847-963-0263
info
About Us
Our Business
Sochacki & Associates was founded in 1988 as a Long Term Care Risk Management specialty firm targeting the financial planning, stock brokerage, insurance brokerage and banking/thrift industries. At that time, we provided consulting, marketing and Long Term Care Insurance Brokerage Services to our client base, which included:
American Express Financial Advisors, PaineWebber, J.C. Bradford & Company, Money Concepts International Financial Planning Network, Money Concepts Capital Corporation, The Independent Financial Marketing Group, First Union Securities, Strategic Financial Solutions, Inc., Society Bank, FirStar Bank, Harris Bank and Gary-Wheaton Bank, Brewer Investment Group, LLC - as well as a multitude of regional and local financial planning professionals, stock brokers, insurance brokers, accountants/CPAs and attorneys.
The company has since evolved into a Financial Consultancy specializing in "Safe Money Solutions" for the retired and pre-retired.
We are affiliated with most major Insurance Carriers and have access to literally all registered companies through our brokerage affiliates.
We are Managing General Agents with Equitrust, ING and United of Omaha and are associates of Midland National, American Equity Banner Life, Assurant, Mutual of Omaha, John Hancock, Genworth and host of others...all major issuers of Fixed Index Annuities, Life, Long Term Care and other Health products.
As a matter of policy, we do not offer Life Insurance or Annuity products issued by companies with less than an A- (Excellent) rating from A.M. Best & Company.
Who We Are
Zachary J. Sochacki, (President) is a graduate of the University of Illinois and has been involved in the Financial Services industry since 1980.
He is also a graduate of Fenwick College Prep in Oak Park, Il and has furthered his professional education in the area of Financial Planning at the Northwestern University School of Continuing Studies.
A member of MENSA (an international high I.Q. society), his comments have been published in several regional and national magazines, including Bank Marketing, Prime Times, American Times, Life Today, Vital Times and the prestigious Journal Of Financial Planning, the publication of the Institute of Certified Financial Planners. In addition, he was the Long Term Care Insurance consultant for attorney Armond Budish's landmark book, How to Avoid the Medicaid Trap.
His television appearances include Winnetka Live: Wisconsin PBS: CNN Cable Business News's personal finance program, Your Money, aired nationally on Saturday mornings; and CNN Headline News.
Mr. Sochacki is licensed to write life, accident and health insurance business in Illinois, Florida, Arizona, Colorado, Kansas, Iowa, Ohio, Michigan, Missouri and Wisconsin.
A father of two and a U.S. Army (R.A.) combat veteran of the Vietnam War, he resides in Palatine, Illinois.
P.O. Box 819
Palatine, IL 60078-0819
ph: 888-843-4582
fax: 847-963-0264
alt: 847-963-0263
info
