When it comes to your
business, its really
about four things...
Knowing that your
family is protected
should anything
unexpected happen
to you is key. My
simple evaluation
process can ensure
that you have the
peace of mind that
you need.
With solutions that
t your specic
needs and goals,
I can help you nd
cost and capital
ecient ways
to protect the
business you’ve
worked so hard
to build.
Whether your team
members comprise
partners, managers,
or sta, I will work
with you to nd
benecial ways to
protect, reward, and
retain them.
Creating a strategy
today for your future
exit helps ensure
business continuation.
In building your
strategy, I will consider
your goals and time
horizon and nd ways
to provide you access
to income and capital
when you need it.
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Three unique ways
I like to help my clients:
1 2 3
Find the optimal
solution for their
specic needs
and budget.
Save them time
and eort with
complete and simple
Provide them
access to New York
Lifes resources
and expertise.
AR08840AI.062018 SMRU1740305 (Exp.06.16.2019)
Let's talk...
Agent Name
CA or AR Insurance License # (if using in CA or AR)
New York Life Insurance Company
Agent address
Agent address
Agent address
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E-mail Address
Agent Photo
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