New York Life South Texas General Office

Financial Planning and Analysis

• Running a client-based practice of your own with the backing and support of a Fortune 100 company.
• Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments+, annuities and mutual funds+.
• Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
• Promoting customized ways for clients to achieve their long-term financial goals.
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
• Networking and prospecting new clients to maximize your client-based practice.

Successor Advisor – Insurance & Financial Services

• Running a client-based practice of your own with the backing and support of a Fortune 100 company.
• Providing clients with long-term financial strategies to help achieve their financial goals through products in life insurance, investments, annuities and mutual funds.
• Understanding the needs and financial concerns of clients as well as educating clients on how to prepare for their future financially if an unfortunate life circumstance occurs.
• Promoting customized ways for clients to achieve their long-term financial goals.
• Cultivating quality relationships with clients to establish opportunities to help their family members pursue financial security.
• Networking and prospecting new clients to maximize your client-based practice.

Successor Advisor – Insurance & Financial Services

Financial Advisor