Anil Pandya

Financial Services Professional, helping Individuals and Business owners to create, build and preserve wealth

Role
Financial Services Professional at New York Life
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Anil Pandya

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.180 Old Mill DriveSchaumburg, IL 60••••••••22

Experience

  1. Financial Services Professional

    New York Life

    Dec 2022 — Present · Chicago, IL, US

    Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.

Education

  • The American College

    LUTCF, Life Insurance, Investments and Advance Planning

    1999 — 2000

  • University of Rajasthan

    B.Sc., Biology

    1975 — 1978

Skills

  • Securities
  • Estate Planning
  • Financial Services
  • Insurance
  • Mutual Funds
  • Life Insurance
  • Finance
  • Term Life Insurance
  • Iras
  • Fixed Annuities
  • Leadership
  • Health Insurance
  • Education Funding Strategies
  • Recruiting
  • Long Term Care Insurance
  • 401k
  • Employee Benefits
  • Retirement Planning
  • Disability Insurance
  • Management
  • Onboarding
  • Investments
  • Retirement
  • Whole Life

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Anil Pandya — Financial Services Professional at New York Life in Chicago, IL, US | Unifers