New York Life

As an insurance professional with New York Life, I enjoy helping families, professionals, and business owners protect what matters most and plan with confidence for the future. I believe insurance should never be a one-and-done conversation or a five-minute quote. When I meet with a potential client, I take the time to ask thoughtful questions and understand their family, current situation, and long-term concerns. From there, I schedule a follow-up meeting so I can prepare and present personalized options for life insurance, individual disability insurance (IDI), and long-term care (LTC), allowing them to choose coverage that best fits their needs. 

Complimentary Review: Each client receives a confidential review of their current assets, liabilities and current coverage at no cost to them. From the information in this review, I can create insurance solutions that are truly useful to them. Household Summary Report: Whether a family or individual client decides to do business with me or not, they will receive a physical or electronic copy of a household summary report. This puts all the relevant information from their initial meeting in one organized place and includes a retirement assessment and protection recommendations. Business Solutions: New York Life offers a benefit to employers which can come at no cost to the business: Group Whole Life. These policies are paid for by employees and are individualized, portable, and may be guaranteed issue despite current health. Beyond this, I can also assist with group term or group disability insurance for business owners.