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Jerry Khachoyan
Business Name:
New York Life Insurance Company / Eagle Strategies LLC*
Business Description:
As a New York Life agent and financial adviser for Eagle Strategies LLC, I help my clients with their financial and insurance planning.. When the conversation needs to circle around protection elements, we have the ability to find the best insurance policy as it relates to the need of the client. However, should it involve saving for the future, we can bring those solutions into the picture to help our clients reach their financial goals. We are able to reach into our toolbelt and select the best tool to use for the job.
How Business Creates Value:
Our practice aims to reduce the potential stresses that will or may pop up in the future. Whether that's worrying about making sure the mortgage is paid off for your loved ones should you not make it home one day or if you just want to make sure you don't run out of money in retirement, there is a way to solve for these potential obstacles in life. You don't have to leave it up to luck as a lot of these potential pitfalls of life can be managed and planned for with our services and solutions.
How Member Creates Value:
Our practice has gotten to where we are today by building goodwill, trust, and a deeper level of understanding of our clients. As every year ticks away, we strive to work with the networks and communities of our clients so we can have a stronger impact when it is all said and done. *Financial Adviser for Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC is a New York Life company.

Skills

  • Financial Planning
  • Life Insurance
  • Investment Planning
  • Estate Planning
  • Long-Term Care Insurance
  • Group Benefits
  • Retirement Planning
  • College Funding Options

Credentials

  • TEAM member since 2022
  • CA License #0K80990
  • FINRA CRD #092974

Interests

  • Finance
  • Stock Market
  • Basketball
  • Sports
  • TV Shows / Movies

Experience

  • Equity Trader (2010-2016)
  • New York Life Insurance Company (2016-present)
  • Eagle Strategies LLC (2021-present)

Languages

  • English
  • Armenian