Jeffrey E. Newman, CLU®, ChFC®
President & General Agent
Jeffrey E. Newman is co-founder and President of National Planning Corporation and General Agent for The South Florida Agency of The Guardian Life Insurance Company of America, having joined the Company in 1972. Established in 1951, The South Florida Agency is one of the oldest in the Southeastern United States. Besides heading the agency, Mr. Newman has served Guardian Life in several capacities, including as Director of the Guardian’s Field Advisory Board and a lecturer at conferences on Estate, Business, Pension and Disability Planning. He has been in the Financial Planning, Pension and Life Insurance business since 1969.
In addition, Mr. Newman holds professional designations as Chartered Life Underwriter (CLU), Registered Representative (FINRA), Registered Health Underwriter (RHU) and Chartered Financial Consultant (ChFC). He is a life and qualifying member of the Million Dollar Round Table and a long time member of the Miami-Dade Association of Insurance & Financial Advisors, the Greater Miami Estate Planning Council, a past Officer of the Miami Chapter of the Society of Financial Service Professionals and member of the Association of Advanced Life Underwriting.
Mr. Newman is a speaker and writer on various phases of Financial Planning and has been a guest lecturer at the University of Miami Business Planning Seminars for Closely-Held Corporations, various banks, charitable organizations, radio and TV. He is also a member of the Citizen’s Board of the University of Miami, a Founder of UM Sylvester Cancer Center and a Founder at Mount Sinai Medical Center. He has been actively involved in various boards and committees of social service agencies, including The Big Brothers and Big Sisters of United Way and their De Toque Ville Society, Fund-Raising Chairman for the Miami Beach Community Center, President of Jewish Family Services of Greater Miami, Chairman of the Young Adults Division of the Greater Miami Jewish Federation, Board Member of the Foundation of Jewish Philanthropies, as well as serving on their Executive and Investment Committees, Board Member of Ransom Everglades School and its Finance Committee and Board Member of the Greater Miami Jewish Federation.
He and his wife Selma Rabin Newman, have been married since 1973; their two children are Robert (wife Lisa) Newman and Jennifer (husband Peter) Bernstein and are the proud grandparents of Stella Rose Newman, Olivia Kate Newman, Benjamin Harris Bernstein, and Eli Samuel Bernstein. They reside in Miami Beach.
Registered Representative and Financial Advisor of Park Avenue Securities LLC. General Agent of Guardian.