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. Unlike the commonly used wealth-building formula in which risk and opportunity are closely linked, 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.

New York Life is proud that many new recruits are people who were earning a high income in other fields before joining the company. We have 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 office was honored with The President’s, Vice Chairman’s and Executive Vice President’s Trophies. Our front-line managers are strong, mature leaders who have proven themselves as top producers and are totally committed to developing agents.

New York Life has had more agents qualify for membership in the industry’s elite Million Dollar Round Table, Court of the Table and Top of the Table for the last 50 years than any other company in the United States. Million Dollar Round Table is recognized throughout the industry as the standard of excellence in life insurance sales performance. More women have also qualified for the Million Dollar Round Table with New York Life than any other company.

What is the secret to our success? 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, New York Life has become known as the place where established financial professionals spend the rest of their careers.