Our Services
I am proud to offer my clients a variety of insurance and financial products and services. New York Life employs Advance Planning Consultants and Life Insurance Consultants as part of New York Life staff to provide assistance or knowledge an Agent may require.
I have built my career based on the service I provide my clients and always put their needs first. My business centers around estate conservation, asset protection and business insurance planning.
- Estate Conservation - I implement strategies that help my clients preserve their wealth and effect the efficient transfer of that wealth to another person or entity using Life Insurance and Financial service products.
- Asset Protection - I work with my clients and perform a Financial Goal based analysis. I discuss with them their goals and objectives and then help my clients meet them by providing insurance and financial products.
- Business Insurance Planning - I work with business owners to find appropriate and affordable solutions to Group Medical, Rx, Dental, Vision, Life and Long Term/Short Term Disability** needs. I try to present the most viable solution to my clients for their group benefits** which may include Fully Insured, Partially Self-Insured and ASO arrangments. In addition I help them formulate strategies to provide retirement benefits to their employees through profit-sharing, defined benefit, defined contribution, 401-k, SIMPLE, SEP and Keogh Plans. In addition, I help Business owners with Key Person Protection and Corporate owned Life Insurance (COLI). My experience and relationships with my clientele has helped them in procuring the best solution for their Corporate needs.
Products:
Life Insurance
Fixed Immediate & Deferred Annuities* & Variable Annuities#
Guaranteed Lifetime Income Annuities*
Disability Income Insurance**
Long Term Care Insurance
Mutual Funds#
Group Health, Life and Disability Ins**
*Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation) and a wholly owned subsidiary of New York Life Insurance Company. In New York, the annuity is issued by New York Life Insurance Company.
**Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization or product availability in your state or locality.
#Offered by NYLIFE Securities LLC (member FINRA/SIPC).
Personal Planning For:
Education Funding
Mortgage Protection
Retirement Funding
Estate Conservation
Charitable Giving
Gifts to Children/Grandchildren/529 Higher Education Plan#
Business Planning For:
Buy-Sell Funding with Life Insurance
Deferred Compensation Funding with Life Insurance
Executive Bonus Plans with Life Insurance
Key Person Protection with Life Insurance & Disability Income**
Funding for Qualified Plans (SEPs, TSAs, Keoghs,401(k)s)
Funding for Salary Continuation Plans
**Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization or product availability in your state or locality.
Please contact me for more information.
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