New York Life
- Financial Services
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I also have an advanced planning group that specializes in helping business owners. Business planning resources include topics such as Executive Bonus Arrangements, Cross Purchase Buy-Sell Agreements, SLIRPs, Split Dollar, Key Person Life Insurance, and Employee Whole Life.