Welfare broker

NESSIM, DANIEL

Mailing address (most recent filing)

40 CUTTERMILL RD

STE 205

GREAT NECK, NY 11021

Total comp: $56K
Commissions: $56K
Fees: $0
Filings: 2
Sponsors: 2

Carrier mix

Where NESSIM, DANIEL places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA	1	$10K	50.0%
AETNA LIFE INSURANCE COMPANY	1	$1.3M	50.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
NY	2	$1.3M	0.0%	19.82x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of NESSIM, DANIEL's plans by broker comp / premium ratio. Median 15.79% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of NESSIM, DANIEL's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where NESSIM, DANIEL is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
VALUE LINE, INC. GROUP LIFE ACCIDENT HOSPITAL SURGICAL MAJOR MEDICAL	NY	$1.3M	$78K	AETNA LIFE INSURANCE COMPANY
VALUE LINE, INC. GROUP LONG TERM DISABILITY SALARY CONTINUANCE PLAN	NY	$10K	$3K	EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

Carrier

Plans

Premium

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

$10K

50.0%

AETNA LIFE INSURANCE COMPANY

$1.3M

50.0%

State

Plans

Premium

State share

Index

$1.3M

0.0%

19.82x

Sponsor

Loc

Premium

Comp

Carrier

VALUE LINE, INC.

GROUP LIFE ACCIDENT HOSPITAL SURGICAL MAJOR MEDICAL

$1.3M

$78K

AETNA LIFE INSURANCE COMPANY

VALUE LINE, INC.

GROUP LONG TERM DISABILITY SALARY CONTINUANCE PLAN

$10K

$3K

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY