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We have a lifetime of experience helping people in the Houston community analyze and plan for their changing needs. From life insurance,to fixed* & variable** annuities, pension planning and long-term care insurance, we make recommendations centered around your life goals.

 

It's never too early to plan, and never too late to begin. We would like to develop a long-term relationship with you, and help you develop a strategy for what matters. Working with us you will discover there is much more to owning a policy, or investment, than simply the product itself. You will find us to be approachable, helpful, and professional.

Learn more about how we can help reduce your risks and improve your financial future through the products and services New York Life and its subsidiaries offer by filling in the questionnaire below. Ask about scheduling a no-cost, no obligation meeting to discuss strategies to help protect your income from loss, due to both death and disability***, as well as strategies to layer life-insurance, plan for college, pay for estate taxes, and much more.

 

Do you have questions or need information? Start by helping us learn a little bit more about you by filling in the form below.... you'll be contacted promptly by the appropriate member of our team.

You may need insurance…or you may only need reassurance. Either way, it's smart to consult an experienced, knowledgeable professional. Prepare to have your expectations exceeded.

 

 

Request a Call
Questions marked by * are required.
1. Name: *
2. Email:
3. Age:
4. Phone #: *
5. Alternate Phone #:
6. Best Time to Call:
7. Area of Interest:
  • Life Insurance
  • Long Term Care Insurance
  • Savings Strategies
  • Small Business Owner Planning
  • Investment Strategies**
  • 401(k) Rollover**
  • Review My Current Planning
8. Need Information on Anything Else?
 

 

 

By Providing my phone number and email address, I authorize a New York Life representative to call me regarding products and services.  

 

Neither New York LIfe Insurance Company nor its agents render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation

 

*Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation).

**Securities offered through NYLIFE Securities, LLC (Member FINRA/SIPC).

***Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.