My Background

I began my career with New York Life in 1990 and have been with the company since then. Prior to that, I worked for 16 years in accounting and finance in both Europe and the Middle East. I have a graduate's degree in both accounting and law. It is through my educational background and extensive work experience in the industry that I am able to effectively communicate and connect with my clients and assist them in obtaining the insurance and financial products that will help them best achieve their goals.

I am a longtime resident of Central New Jersey, having lived in Plainsboro for the past 20 years, and most recently in Monroe with my wife, Percis, and three sons, Amit, Rahul and Rohit. I work closely with my sons in their individual pursuits and believe that the greatest gift we can offer our children is providing them with the best education.

My oldest son, Amit, graduated from New York College of Osteopathic Medicine (NYCOM) and is working as a faculty attending at NYU Hospital for Joint Diseases. Amit's wife, Pooja, is a prosecutor for the State of New York.

Rahul is a top fundraiser for the March of Dimes and holds a bachelor’s degree in finance from the McDonough School of Business at Georgetown University. He is an associate at Greentech Capital Advisors, a boutique investment bank in New York City focused on the renewable energy and clean-tech sectors. He was recently asked to help establish the firm's European office in Zurich, Switzerland.

Rohit is an Eagle Scout and holds a bachelor’s degree in economics and sociology from New York University. He is pursuing a career at the Federal Reserve Bank of New York.

Professional Credentials & Designations

  • National Quality Award - 1998

  • National Sales Achievement Award - 1998

  • Member of Chairman's Council - 2007

  • Qualifying & Life Member of Million Dollar Round Table* - 2008

  • Life Member of National Association of Health Underwriters (NAHU)

  • Life Member of National Association of Insurance and Financial Advisors (NAIFA)

  • Member of Association of Health Insurance Advisors (AHIA)

  • Member of The Nautilus Group®, a service of New York Life

  • Life Underwriter Training Council Fellow

*MDRT is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Disclosure

Rakesh Bansal is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0B65682), CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Rakesh Bansal is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 100 Overlook Ctr Fl 2012, Princeton, NJ, 08540, 609-375-2048. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, MI, MN, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Rakesh Bansal is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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