Eric Barlow, CLTC

Eric Barlow, CLTC

Owner & Financial Services Professional

Phone: (860) 581-8260
Mobile Phone: (860) 670-9014
E-mail:
 

Atlantic Financial Services, LLC, owned and operated by Financial Services Professional*, Eric Barlow is located in downtown Centerbrook, CT and is one of two branch locations. Eric opened this second branch location in January 2018 after 10 years spent growing his Windsor based office.  

Eric graduated from Eastern Connecticut State University in 2007 with a Bachelor of Science in Business Administration. In December 2007 he became a licensed Agent with New York Life Insurance Company and went on studying to become a Registered Representative* before opening his own brick and mortar location under the DBA, Atlantic Financial Services, LLC.

Eric is a life insurance and protection planning expert. He takes great pride in being the professional and friend that his clients look to for guidance in helping them to protect what matters most. Together he works with his clients to design and execute customized roadmaps that will aid them in reaching their financial goals. The financial services Industry is a career path that has allowed Eric to couple his love for finance and community with his natural leadership instincts, giving him the opportunity to make a positive impact on the lives of individuals, families, and business owners. Eric has grown his practice and now maintains over 1400 clients, over 15 states.

When not in the office, Eric is traveling throughout Connecticut hosting free educational workshops and seminars. These topics include Protection and Long-Term Care Planning, Six Key Areas of Estate Tax Planning, How to Save from a Young Age, Blueprint for Financial Success, and more. He believes that the key to financial success and stability is education and preparation and has built a career helping his clients to protect, grow and distribute their wealth.

Eric has been a panelist and recipient of NAIFA CT Four Under 40 and a Million Dollar Round Table (MDRT) member since 2013. He is also a member of several community leadership organizations including the Essex Board of Trade, Essex Rotary, Old Saybrook Chamber of Commerce, Progressive Leaders of Today, Estate and Tax Planning Council of Eastern Connecticut, and the CT Shoreline BNI chapter.

Eric offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Eric is available to meet with individuals, families, and business owners to help fully analyze your needs and recommend appropriate solutions.

Awards/Recognitions:

Million Dollar Round Table:    2013-2018
Annuity Elite Member:2014-2018
Life Stars Individual Life Award:    2010-2018
Annual Life Case Rate Award:         2009-2014
NAIFA CT Four Under Forty: 2015
New Organization Agent of the Year:   2009, 2011
Life Leader Award CT Valley Office: 2009, 2012
New York Life Centurion Award:  2010-2012
Career Long Term Care Success Award:2008
Rookie of the Year:  2008
Connecticut Valley Life Legacy Award: 2009
Executive Council Member:      2009-2016
President's Council Member: 2015, 2017-2018

"Executive Council" and "President's Council" sales recognition program for agents. Members of the Councils are among the most successful of New York Life's elite sales force of 12,000 licensed agents.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 

* Registered Representative with NYLIFE Securities LLC, (Member FINRA/SIPC). a Licensed Insurnace Agency.

Atlantic Financial Services is not owned or operated by NYLIFE Securities or its affiliates. NYLIFE Securities is a New York Life company.

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