New York > New York > Eric S. Klarman, New York Life Insurance Company Agent

Eric S. Klarman, New York Life Insurance Company Agent

Verified Listing

(212) 261-9413
120 Broadway
37th Floor
New York, NY 10271
Category: Finance & Legal:Insurance Consultants


About

For more than 160 years, New York Life Insurance Company’s unwavering financial strength and time-tested investment strategies have provided consistent value and solid financial protection for our clients and their families.

Since becoming the first American life insurance company to pay a cash dividend to policyholders in the mid–1800s, New York Life has continued to build a history of innovation—enhancing our existing product lines, creating new financial products, and maintaining a diversified portfolio to best accommodate our customers’ changing needs and lifestyles.

As you seek financial security for yourself and your loved ones, you want the best: A strong and vital company with a competitive product line and a superior sales force that is committed to providing personal attention to your individual needs.

Financial Strength: Promises Kept
It all begins with financial strength, which allows us to meet our future obligations to policyholders. New York Life Insurance Company holds a stable and diversified portfolio and consistently receives the highest ratings for financial strength from the life insurance industry’s independent rating agencies. We’ve earned these ratings: Our capital position is one of the strongest in the industry, giving us the financial strength to weather unexpected storms.


Products And Services

As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint.
I will work with you to:

1. Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.
2. Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals.
4. Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.
5. Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.



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