Guaranteed Lifetime Income* - Investments - Life and Long-Term Care Insurance
These are the key areas in which I specialize. These topics are confusing and intimidating for many people, although they don’t need to be. Just as with most other things in life, the keys to success include:
- Having the right company
- Consistent follow-up over time
Achieving your goals won’t happen by accident. This is where quality planning is critical. I will listen to you and learn about your goals, and together we will achieve them.
New York Life is absolutely the right company, with the highest possible ratings for financial strength from all major ratings agencies**. We are ***Fortune Magazine’s “2010 Most Admired Life Insurance Company.” Although not guaranteed, New York Life has paid dividends on our participating products for 157 consecutive years.
I will work with you now and in the future to not only help you to create a plan, but to follow-up with you over time to ensure the success of the plan. Together we can adapt and adjust as your needs and goals change in the future.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest!
*Guaranteed Lifetime income refers to fixed annuities issued by New York Life Insurance and Annutiy Corporartion. All guarantess based on claims paying ability fo the issuer.
**Moody's Aaa, A.M. Best A++, Standard & Poor's AAA, Fitch AAA. Independent third party ratings as of 7/7/10.
***Fortune Magazine, March 22, 2010.
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