As your New York Life Agent, I can work with you to identify your goals, understand your needs, and offer insurance and financial products that can help you achieve peace of mind.
Every decision you make, every action you take, has one overriding purpose: To be here when you need us.
Focused on your goals.
I can help you ensure a sound financial future for you, your family, and your business by providing customized recommendations based on your individual situation and goals.
To Protect:  Build a foundation.
• Protect your family’s lifestyle
• Meet growing family needs
• Start a savings plan
To Accumulate:  Grow and protect your wealth.
 Continue to save and grow your wealth
• Protect your savings and retirement nest egg
• Plan how you’ll replace your income
To Distribute:  Enjoy and protect your wealth.
 Generate Income
• Live well throughout your retirement
• Protect your retirement plan
• Leave a legacy
A customized approach.
I can make recommendations, tailored to your needs, on a wide variety of protection and financial matters, including:
Personal planning
• Life insurance protection
• College funding
• Retirement planning
• Mortgage protection using life insurance
• Estate planning
• Leaving a legacy
Business planning
• Business planning using life insurance
• Buy-sell funding
• Deferred compensation
• Executive bonus
• Key person protection
• Funding for qualified plans
Putting You First.
As a mutual life insurance company, New York Life has no obligations to stockholders and can focus exclusively on the needs and concerns of its policyowners.
Keeping our promises.
Since our founding in 1845, New York Life Insurance Company has been helping individuals, families, and business plan for the future. Today, as always, we are committed to meeting our obligations and hold true to our principles of humanity, integrity, and financial strength.
Let’s get started.
If you’re ready to take the next step, I’m ready to help. Contact me today schedule an appointment.
 

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