I am so proud to be named to the 2022 Forbes Top Financial Security Professionals Best-In-State list. This list includes financial professionals who protect their client’s assets through life insurance.I entered this industry 21 years ago to help my clients reach their financial goals. I am grateful for everyone that trusted in me for so many years.
Data provided by SHOOK®Research, LLC.Data as of 12/31/21. Source: Forbes.com (July, 2022). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual, and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely New York Life Insurance Company 51 Madison Avenue, New York, NY 10010 FOR IMMEDIATE RELEASE have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. # # # Compliance approved. Wording may not be changed without prior approval from SMRU. Please file a final (personalized) copy with SMRU prior to use. BATES# 194712