Group Benefit Design

As a Personal Financial Representative in Waterloo, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

New York Life Insurance is a reputable insurance company based in Waterloo, IA, offering a wide range of insurance and investment options to meet the diverse needs of individuals and businesses. Their comprehensive insurance solutions include term life insurance, whole life insurance, universal life insurance, long-term care insurance, and individual disability insurance. In addition, they provide investment options such as annuities, mutual funds, exchange-traded funds (ETFs), and 529 college savings plans. With a commitment to financial education and personalized guidance, New York Life Insurance aims to help clients make informed decisions and secure their financial future. As a trusted provider, New York Life Insurance also offers advisory services, including wealth management and estate planning, to assist clients in creating effective investment strategies and protecting their legacies. Their small business insurance options cater to the needs of employees, executives, and business owners, ensuring the success and growth of small businesses. With a strong focus on corporate social responsibility, New York Life Insurance actively gives back to communities through charitable giving and supports various initiatives through the New York Life Foundation. With a dedicated team of professionals and a commitment to excellence, New York Life Insurance is a reliable choice for individuals and businesses seeking comprehensive insurance and investment solutions.Generated from the website