New York Life Insurance Company, Financial Services Professional
OVERVIEW OF SERVICES
WHY I LOVE WORKING WITH WOMEN
I assist women in helping them to accomplish several goals:
1. Helping gain clarity over their financial goals and objectives through a process that encourages women to share what is truly important to them.
2. I help to protect your most important aspects of your life : income, assets, and current/future lifestyle.
3. I assist you with preparing for the succession of your business and also providing high quality benefits to your employees so you can gain the most productivity from them and thereby, affecting your bottom line in the most positive fashion.
THREE THINGS ABOUT ME
Avid Soccer Player
Intense Reader and Consumer of Personal Development
•Series 6, 63 •Financial Services Certified Professional
•Coe College •The American College of Financial Services
Agent, New York Life Ins. Co. CA Insurance License #0E64535 Financial Services Professional, offering securities through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency & New Your Life Company. *Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.