You can take comfort in the fact that I have been a proud resident of the Knoxville community for 35 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of three children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a registered representative licensed to sell insurance and annuity products through New York Life Insurance Company and variable products and securities through NYLIFE Securities LLC. In addition to my 41 years of business experience, I hold a BA degree from Elon University and have participated in New York Life's well-known training program, NYLIC University, and earned Executive Council* membership in my first year (2015) with New York Life.
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
1 Awarded by New York Life Insurance Company for outstanding sales achievements.
2 Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals (trademark r), is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.