Company Description
As a New York Life financial services agent, within a coordinated team approach, I/we provide tax advantaged wealth accumulation, preservation, distribution and retirement strategies. These strategies are facilitated by an array of life insurance, investment, disability, long-term care and other ancillary financial services. Collectively, we place our clients in a "stronger financial position".Products or Services I Sell
- Financial - Advisor & Planning
- Financial - Alternative Investments
- Insurance - Estate Planning
- Insurance - Life
- Insurance- Agent
Products or Services I Buy
- B2B Marketing
