Kenneth Knox*, CLU, ChFC

Phone: (800) 252-9222
Fax: (508) 699-7366
E-mail:

 

Kenneth E. Knox, CLU, ChFC
Regional Director, New England Region
Penn Mutual Life Insurance Company

Active in the life insurance industry since 1970, while a senior at the University of Rhode Island.  Formed Harbour Point Financial Group in 1982, then a Connecticut Mutual Life General Agency.  The agency won numerous awards including the President’s Organizational Award in 1990.  Has been active in both industry and community throughout his career.  Those involvements include the Boy Scouts, US Jaycees, Lions Club International and others listed below.  His involvement has been evidenced by special recognition and numerous awards.
He has specialized over the last 30 years in small business and estate planning to numerous businesses and high net-worth individuals.  He works closely with other professional advisors with a team approach to help achieve tax-wise creative strategies and solutions. 
 
Business

Life member, Million Dollar Round Table
Chartered Life Underwriter, 1983
Chartered Financial Consultant, 1986
Association for Advanced Life Underwriters
Estate Planning Council for RI, Member of Board of Directors, Past President
NAIFA-Rhode Island, President
Society of Financial Service Professionals (Past President)
General Agents and Managers Association (Past President)

Civic and Community

Rhode Island March of Dimes, Board of Directors, 1998-2001 Board Chair
RISE (Rhode Island Sponsoring Education) Mentor, Sponsor and Board of Directors
URI College of Business Advisory Council
Trustee, URI Foundation
Knight of the MDRT Foundation
URI Alumni Service Award recipient
URI Alumni RAM Award, 1995
Gold Key Society, CLU, ChFC

Education
BS Finance, University of Rhode Island, 1970
USMC 1965-1967, Vietnam Veteran
Dartmouth Executive Development Program, 1988