As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2010. Coming into the business as a third generation New York Life agent, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.
You can take comfort in the fact that I have been a proud resident of the Morgantown community for 32 years, and therefore have a vested interest in seeing my friends and neighbors succeed. I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through the New York Life Insurance Company. In addition to my 4 years of experience, I hold an RBA with a minor in communications from West Virginia University and am a graduate of New York Life's award-winning training program, NYLIC University, and have been awarded New York Life's Executive Council1 2013 thru 2016. I also work closely with my father Brad Phillips, whom has over 30 years of experience as an agent with New York Life. My grandfather, Byron Phillips retired from New York Life in March 2014 after 65 years with the company.
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, please let me know.
1 Council is an annual company recognition program based on agent production from July 1-June 30.
Neither New York life Insurance Company, nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.