Your Role
I have been with New York Life as an agent
since 1993 and working in the insurance industry
since 1984. My growth and enjoyment comes from building client
relationships. Creating an insurance and financial blueprint
is a two-way street, which means that the key to getting maximum
value from our relationship is communication and candor.
It’s important to:
- Get acquainted. Please contact me to arrange
a meeting to review your situation and discuss the products
and services that can help you.
- Educate your agent. Don't expect me to be a mind
reader. I may anticipate many of your needs, but will not
assume anything. That's why it's so important that you be
candid in providing information.
- Educate yourself. At the same time, you too should
ask a lot of questions. Be inquisitive. Ask me for details
and explanations about recommendations and how certain plans
may work. Remember, the only "dumb question" is the one
that isn't asked.
- Make it a team effort. Let’s work together. Listen
carefully to the recommendations, but remember — all decisions
are yours. Make sure you're comfortable with the outcome.
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