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Business Details

Business Name

New York Life

Elevator Pitch

Financial Services Professional with New York Life helping families and business owners develop a sound financial strategy.

Ideal Customer

Small business owners, as little as 2 employees, looking to provide benefits to employees.

Business Description

I 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 495 North Keller Rd Suite 150 Maitland, FL 32751 407-999-0291 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Business Category

Business: Personal Financial Planning

Business Website

http://www.newyorklife.com

Business Phone Number

(407) 963-7228

Business Location

Orlando, FL

Personal Details

First Name

Joel

Last Name

Font

Nickname

Joel

Title

Financial Services Professional

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