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Trusted and Sophisticated Advice

on the use of Life Insurance

Our Work

Our Name


You may (or may not) have noticed that we’ve been using a new name for our company: Tenzing Insurance Strategies. In 2020, under Regulation Best Interest, the SEC restricted the use of “advisor” to Registered Investment Advisors. As registered representatives (so that we can sell variable life, among other things), we are regulated by the SEC, but since we do not manage investments or provide investment-related advice, we decided to adopt a name that better reflects our business.


We continue to be inspired by Tenzing Norgay, the Sherpa who guided Sir Edmund Hillary on the first ascent to the Mount Everest summit. Like Tenzing, we consider ourselves to be experienced guides who help people reach their goals. We’re happy to do the heavy lifting along the way, and importantly, the journey and the goal is not about us. We prioritize our clients’ interests, and we strive to validate the recommendations and introductions from other advisors who specialize in tax, legal and wealth management. We’re happy to plant others’ flags at the summit. Our goal is to be the firm that you rely on for any life insurance-related needs.

About Our Name

Ken Knox Ranked Top 100 by

Forbes and Shook Research

Ken Knox was recently ranked by Forbes and Shook Research as one of the top 100 (#57) Financial Services Professionals in the U.S. in 2022. (In the inaugural 2021 survey, Ken was ranked in the top 250 in the U.S.) In addition to the national ranking, Ken is ranked #1 in the State of Massachusetts. We are honored by the recognition, and we know that the ranking reflects the commitment and hard work of the entire Tenzing team. We also thank the clients and advisors with whom we have worked over the years. If you’re reading this, it’s likely that YOU have played a role in our success, and for that, we are grateful.

About Ken

Team Updates

We are happy to announce that that Tracy Fitzsimmons has joined Tenzing as the Director of Operations. Tracy brings extensive experience in the life insurance industry, with over 30 years on the carrier and the brokerage sides of the business. While overseeing and enhancing business operations, he will have significant involvement in our client service activities. Here's the current Tenzing team:


Ken Knox, President (x8610)

Jonathan Liebeskind, Client Strategist (x8602)

Janine Bent, Director of Client Services (x8601)

Andy Quinn, Director of Analytics (x8607)

Tracy Fitzsimmons, Director of Operations (x8608)

Pearl Baron, Executive Assistant (x8603)

Meet The Team
Contact

10 Chestnut Street | Suite 7

Needham, MA 02492

781-444-8610

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