Business Description:
Business Description
As a licensed insurance agent with New York Life, I am dedicated to helping individuals, families, and businesses achieve their financial goals. I provide personalized guidance in life insurance, retirement planning, long-term care insurance, and income protection strategies. By taking the time to understand each client’s unique goals and challenges, I tailor solutions that protect what matters most today while building a foundation for tomorrow.
Backed by the strength and stability of New York Life, a company with over 180 years of financial strength, I combine trusted resources with a client-first approach to deliver strategies that evolve with life’s changes.
My mission is to serve as a lifelong financial professional, offering support, education, and solutions that empower clients to make confident decisions for their future.
How Business Creates Value:
Helping protect financial futures by offering life insurance that safeguard families from unexpected loss.
Giving clients the comfort of knowing that their loved ones and businesses are protected through life insurance. Additionally, being backed by the strength and stability of one of the largest mutual life insurance companies in the U.S.*
*New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/2/25 For methodology, see https://fortune.com/company/new-york-life-insurance
How Member Creates Value:
Personalized Guidance: Listening to each client’s story and goals and designing strategies that fit their life stage, budget, and vision for the future.
Trusted Relationship: Being a lifelong financial partner, checking in regularly, adapting strategies to changing needs. Additionally, offering clarity in an industry that can feel overwhelming or confusing.
Education & Empowerment: Simplifying complex insurance and financial concepts so clients feel confident, not pressured. Also, helping them understand why a strategy matters, not just what it includes.
Testimonial
I was curious about what NYL could offer so I scheduled a meeting with Anjuli. She was very knowledgeable and brought in a subject matter expert to help address my specific questions. She was very attentive and detail oriented. I left the meeting with valuable information and a clear path forward. Whether or not you’re ready to pull the trigger, I would definitely start this process by meeting with Anjuli so she can instill confidence and lead you in the right direction!
- Breah S.*
*The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.