Our Experience

 

 

Marilyn S. Koss is the president of Koss Benefits Financial and Insurance Services, founded in 1991. She is a Chartered Financial Consultant (ChFC), who has been trained in advanced financial planning disciplines including insurance, income taxation, retirement planning, investments and estate planning.  She is a Registered Representative and Investment Advisor Representative (IAR), and possesses broad experience in the insurance and securities fields, government policymaking in tax-preferred financial instruments and health care. 
 
Marilyn is a leading producer, based in the Washington, D.C. area, providing a comprehensive consultative approach to financial services, assisting businesses and individuals with retirement planning, estate planning, investment portfolio analysis, employee benefits, health care, and human resource technology and administration.
 
Prior to 1991, Marilyn directed the Washington Office of Government Affairs for New York Life Insurance Company, working directly with executive management to advocate and advance progressive, consumer-oriented and gender neutral policies. She also led industry-wide efforts nationwide affecting corporate and product taxation. Before that, she worked in the United States Congress, where she successfully authored health care and antifraud legislation. She holds an advanced degree in government policy, and has been active in professional associations, women’s advocacy groups and political organizations.

 

Please use this Web site as a resource, and do not hesitate to contact Marilyn for additional information or to schedule a meeting.

 

 

 



 

Marilyn Koss is an agent licensed to sell insurance and annuity products through many independent insurance companies in the states of CO, DC, FL, GA, MD, MA, NJ, NM, NY, PA, TX & VA. She is licensed to sell securities in DC, FL, MD, NJ, NY & VA.  No insurance or securities business may be conducted outside the specific states referenced.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck