The Ross Companies is one of the oldest and most well respected professional life insurance planning firms in continuous operation.
Founded in the 1930’s as Hirschfeld, Stern & Company, it was the first advisory organization, separate from the legal profession, to focus on estate planning and generational wealth transfer.
In the 1960s, following significant growth and national recognition, Arnold Ross joined, resulting in the name change to Hirschfeld, Stern, Moyer & Ross. Arnold spearheaded expanding the company’s focus to include life insurance strategies for closely-held and public companies and introduced serving clients on a fee-for-service-basis – unheard of in commission-reliant industry.
By the end of the century, the firm principals, Arnold and Norman Ross had positioned the company as a full-service life insurance provider, nationally well-regarded by other trusted advisors in the legal, accounting and wealth management professions.
Today, The Ross Companies provides innovative and customized life insurance solutions to individuals, families and businesses throughout the country.
Norman directs the firm’s practice areas focused on providing innovative and customized life insurance strategies to individuals, families and businesses. With over 30 years of experience, he oversees the design, procurement and implementation of solutions for the firm’s national client base.
Norman is a speaker and published writer regarding the technical aspects of successfully incorporating life insurance solutions into complex financial plans. He is regularly consulted by the country’s leading law, accounting and wealth management professionals to assist in structuring life insurance to create tax-efficiency, protect and transfer wealth and to mitigate liabilities.
A long-standing member of the Society of Financial Service Professionals, Norman is also involved with Finseca, the Million Dollar Round Table and the Yale Insurance Study Group, the oldest and longest continuously operating life insurance study group in the country.
Within the Manhattan community, Norman has been recognized for his work as a member of the Planned Giving Advisory Council of the New York Presbyterian Hospital.
He received his B.A. from Denison University and the Chartered Life Underwriter (CLU) designation from the American College of Financial Services.
Arnold and Norman Ross
The Lion Street Advantage
The Ross Companies is proud to be an Owner Firm of Lion Street, Inc., a leading national financial services company. Based in Austin, TX, Lion Street comprises a network of over 200 elite financial firms which collaborate on sophisticated wealth planning solutions and maintain access to a large numbers of insurance carriers and other providers. By leveraging the experience and insights of other Owners, we believe this positions The Ross Companies to offer our clients the highest caliber of planning combined with the most competitive solutions