At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.
Why do we do it? Because in many ways, we're just like the clients we serve. In fact, many of us ARE clients - with all the same hopes and dreams that you have for your family and future.
Like you, we each work hard to meet life's responsibilities and create a better life for ourselves. Funding retirement? Caring for aging parents? Dealing with the death of a family member? You can be sure we've been there and have found ways to persevere through even the toughest times. As one of the nation's oldest and largest mutual life insurance company, we've made a habit of keeping our promises and honoring our commitments, so when the time comes to trust someone with your most important assets, you can have confidence in the fact that we take that responsibility seriously.
One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.
Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished.
Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.
Contact UsNew York Life Insurance Co
205 E. River Park Circle Ste #250
Fresno, CA 93720