Your One Point Of Access


Dear Rep,

Private Client Insurance Designers (PCID) is an exclusive collaboration of combined resources and talent available only to associates of Private Clients Services, LLC. 

This is the first in a series of monthly newsletters designed to deliver news and information providing unique Wealth Transfer and Wealth Building Strategies you can put to use in your practice immediately.


Featured Article

It's been a month since the PCS conference and just in case you missed it...

Private Client Insurance Designers debuted at Private Client Services, LLC Conference (as featured in news publications nationwide)

Private Client Insurance Designers (PCID) made its début at the Private Client Services, LLC* Advisors' Conference last week, June 15 - 17 2011, featured at the Marriott downtown convention center in Louisville, Kentucky.

Judging from the overwhelmingly positive response from attendees interviewed at the conference, Private Client Services can claim the event to be a huge Success!

Advisors attending meetings agreed that the conference was both educational and inspirationally rewarding.

Collaborating with guest speakers from both John Hancock and MetLife companies, Private Client Insurance Designers (PCID) proprietors, Fredda Elzweig, briefed advisors on important industry trends and demonstrated that, together, the combined resources and talent offered on their shared platform presented advisers and their clients with some of the most unique Wealth Transfer Solutions and Wealth Building Strategies available in the financial services community today.

Private Client Insurance Designers (PCID) is "the planners' choice" for advisors whose needs go beyond the ordinary in case design and the placement of their life insurance sales. Their expertise and experience make them much sought after by independent advisors and insurance professionals around the country.

Many accountants, attorneys, and bankers call on Private Client Insurance Designers (PCID) for advice on behalf of their clients, in addition to engaging the company to help them manage their own affairs.

Private Client Insurance Designs (PCID) is a Crystal Wealth Management, Inc. company and a proud member of the U.S. Planning Group (NY) family of companies located at 450 Seventh Avenue, #2600 New York, NY 10123.

 Call Toll Free 1-888-747-4402 or Direct 212-660-7401 to find out more.

  News You Can Use

In this section, we'll provide you with news and information that you can use and profit by!

Look out for fresh new sales ideas and marketing strategies that you can use to increase your practice income.


This newsletter is intended to be more than a broadcast.  We'd like your feedback, questions, or any suggested topics that you like to see featured in our upcoming newsletter.

We look forward to being your One Point of Access for all your needs.



Fredda Elzweig

Private Client Insurance Designers (PCID)



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or Call us at 888-747-4402



Request an Illustration



Our illustrations can help you to get a better handle on

what level of coverage your client is eligible for.

Values and underwriting classes can be projected by

our staff of skilled professionals with some simple

information and the click of a button. To request an

illustration, please click the link online.



The Underwriting Process



The underwriting process is the most important

step on your path to placing a client with a

carrier. Private Client Insurance Designers

takes a comprehensive approach to the

underwriting process and will work tirelessly for

you and your clients. Our staff will approach

multiple carriers to find the best rates and

products for your client and all cases are

managed by a seasoned team of underwriting

experts. To speak to one of our experts,

please click online or call 888.747.4402