Aaron Stein

Listed Producer

Licensed life insurance agent in New York, NY · Independent producer on Licensedproducer

Tax-Efficient Retirement Pro

140 reviews| 22 yrs experience| Based in New York, NY

About Aaron Stein

Based in the New York metro, I help clients with Roth alternative planning with life insurance. Like every producer on Licensedproducer, my licenses and appointments are independently verified — so you can compare records before we ever hop on a call. I take the time to explain options clearly, design coverage that fits real budgets, and stay available after the policy is in force.

Life insurance services in New York, NY

Aaron Stein is an independent life insurance producer listed on Licensedproducer, based in New York, NY. Consumers use this profile to review credentials, specialties, and reviews, then request a free quote that goes only to this agent.

Indexed Universal Life (IUL) and related life coverage needs
Annuities
Term Life
Free, no-obligation quote request (your contact is never auctioned)
22+ years of industry experience

Specialties

Indexed Universal Life (IUL) Annuities Term Life

Carrier Appointments

Prudential Lincoln Financial Pacific Life

Licensing & verification

NPN: 5002218 · Look up on NIPR
Reported licenses:
- NY — active (expires Jul 2027)
License status on Licensedproducer: verified
Background status: clear
Carrier appointments status: verified
Last platform check: July 11, 2026

Licensedproducer is a private directory, not a government agency. Confirm any producer’s active license with your state Department of Insurance before purchasing coverage.

Request a free quote from Aaron Stein

Your request goes directly to Aaron Stein. We never sell your information. No spam call centers.

Recent reviews

James W.

Found affordable coverage that still has room to grow. Highly recommend.

Priya M.

Very thorough. Took an extra call to walk through the illustration line by line.

Frequently asked questions about Aaron Stein

Is Aaron Stein a licensed life insurance agent? ▾

Aaron Stein is listed on Licensedproducer as an independent life insurance producer (NPN 5002218). License and background statuses on this profile reflect our private checks and the producer’s self-reported credentials. Always confirm active licensing with your state Department of Insurance or NIPR before buying a policy.

What life insurance products does Aaron help with? ▾

Aaron works with consumers on Indexed Universal Life (IUL), Annuities, Term Life and serves clients from New York, NY. Independent producers can typically shop multiple carriers rather than one captive company.

How do I contact Aaron Stein? ▾

Use the free quote request form on this Licensedproducer profile. Your information is sent only to Aaron — we do not auction your phone number to multiple call centers.

How do I find a life insurance agent near New York, NY? ▾

Browse verified producer profiles on Licensedproducer by ZIP code on the homepage, or request a quote from Aaron Stein if they serve New York, NY. Every listing is free for consumers to view and contact.