Mission Statement:
To Provide a Comprehensive Financial Strategy to Individuals, Business Owners and Corporations Through Personal, Business and Estate Planning Analysis.
 

Oversight and Protection of Your Financial Future:
Many people recognize the vital role and importance of a sound financial strategy. At the same time, devising one is either a matter of low priority, or a lack of clear understanding exists of how financial products and services actually work. Understandably, preparing for your financial future can at times be a daunting task. A balanced approach requires a careful consideration of integrating various financial components.

My Approach to Help Your Achievable Financial Goals:
As a licensed and experienced agent, I can provide the insights and experience needed to help guide you through step-by-step process to help crystallize your goals and implement the necessary strategies to help you achieve your objectives in the areas of:

Retirement and Estate Planning including Wealth Accumulation, Protection and Distribution Strategies; Lifetime Income Annuity; Legacy Creation; Business Succession Plan including Buy/Sell Funding Agreements for Business Owners; Life, Long Term Care Insurance and Disability Insurance1; College Funding...

The key to my approach in helping you to achieve your goals is to proactively participate in creating a strategy. Together, we will review your financial situation, identify your personal ambitions and devise a road map to help meet your challenges. As your agent, I will personally monitor your progress and provide ongoing service as needs and situations change. My pledge to you is to help you achieve a sense of financial well-being regardless of how simple or complex your needs might be.

To learn more about my services and other products at New York Life, go into the Resource tab and explore your options. Our newsletter articles, located in the Learning Center tab, will offer you timely and informative financial news and events so be sure to check that section often as we update it on a monthly basis.

Thank you for your interest.
Hanna
 
AREAS OF SERVICE:

Insurance Planning
Business & Personal Insurance; Life & Disability1 Insurance; Long Term Care Insurance

Employee Benefits
Pension; Profit Sharing (401K, IRA, SEP IRA); Group Life Insurance

Personal and Retirement Accounts
Fixed2 & Variable Annuities3, Mutual Funds3; 529's3, Traditional & Roth IRA's

Estate and Business Planning
Estate Conservation; Key Person Insurance; Buy/Sell Funding

Awards & Achievements:

Executive Council Member (2021, 2015, 2013, 2012, 2011) of the New York Life Agency force, who are among the most successful and elite performers of 11,900 Licenced Agents.

Excellence Award in recognition of outstanding achievement as a Top Producing Agent in the 2011 Strive for Excellence Campaign of the NorthEast Zone.

Qualified as a successful Jr. Aspirant Million Dollar Round Table4 under the New York Life Joint Mentoring Program in 2010.

Bachelor's Degree in Business Administration and is a member of the National Association of Insurance and Financial Advisors.

Holds the Series 7, Series 66, Life & Health licenses and conducts business in multiple states.