family of four walking on the beach at sunset

A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs. Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection. Permanent life insurance policies can even provide a cash value that may grow tax-deferred over time. Your cash value can be accessed to help supplement your retirement income when your protection needs decrease later in life, or for any other major life event need such as paying for a child's college expenses*. Explore the versatility of life insurance and what it can do for you and your loved ones.

Personal Services

As an experienced New York Life agent, I offer a variety of services that can help both you and your family achieve your financial goals.  To meet with an agent can be overwhelming.  It is my goal to have an open, communicative relationship in which your financial goals and desires are achieved.

To give you an idea as to how the process is organized; first, we will review your individual situation and personal objectives and then analyze and review your needs.  Then, we develop and implement a strategy to help you achieve your goals and coordinate your financial activities.  Finally, we monitor progress and provide ongoing service. This is achieved through a variety of services.  They include:

  • Life Insurance

    • Whole Life Insurance

    • Custom Whole Life

    • Universal Life*

    • Variable Universal Life#

    • Term Insurance

  • Annuities

    • Fixed Deferred Annuities*

    • Guaranteed Lifetime Income Annuities*

    • Variable Annuities#

  • Medicare Supplemental Insurance/Medicare Advantage Plans

  • Long-Term Care Insurance

  • Health Insurance**

  • Investments#

  • Disability Insurance**

  • 529 Plans#

  • Wealth Transfer & Estate Planning

*Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation).  Guarantees are backed by the claims paying ability of the issuer.

** Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

#Securities offered through NYLIFE Securities LLC (member FINRA/SIPC).