About Us

Many changes have occurred in the financial services industry and not all of them have been positive. For the Northern California General Office of New York Life Insurance Company, however, adversity has created opportunity. This office has experienced unusually strong and steady growth since 1996.

New York Life offers a set of sophisticated processes that help clients assess, coordinate and integrate their three financial worlds- protection, savings and growth-with the goal being to help each client maximize their economic well being.  We use a financial process that can help accumulate wealth and manage risk. At the same time, our office is also involved in estate conservation, business continuation planning, pension funding, voluntary payroll deduction programs and a host of other financial and insurance considerations.

The Northern California General Office has successfully blended individuals with a wide variety of backgrounds and skills including such occupations as engineers, teachers, bankers, stockbrokers and small business professionals.

The outstanding performance of this enthusiastic team has made the Northern California General Office a multiple winner of the company’s annual awards. Our front-line managers are strong, mature leaders who have proven themselves as top producers and are totally committed to developing agents.

As of March 2014, New York Life has experienced 59 consecutive years of leadership in the Million Dollar Round Table.   Million Dollar Round Table is recognized throughout the industry as the standard of excellence in life insurance sales performance.

What is the secret to the success of our office? The entire team cares about their clients, families, the community and each other. They are committed to maturing personally and professionally. In an economic climate where loyalty is scarce.

Take a moment to explore our products and services. If you like, you can schedule an appointment with one of our professional agents. Please contact us to schedule an appointment!