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:
Whole Life Insurance
Custom Whole Life
Variable Universal Life#
Fixed Deferred Annuities*
Guaranteed Lifetime Income Annuities*
Medicare Supplemental Insurance/Medicare Advantage Plans
Long-Term Care Insurance
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).