Gary Baumgarten
Licensed Agent at New York Life Insurance Company
- Role
- Licensed Agent at New York Life
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
About Gary Baumgarten
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 in the states of FL, CA #0I66990, CO, GA, LA, MA, MI, NC, NJ, NY, PA, SC, TX, VA and WI. No insurance business may be conducted outside the states referenced. 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. Contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. I am a registered representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 147 E. Lyman Ave. Ste. E, Winter Park, FL phone number In this regard, this communication is strictly intended for individuals residing in the states of FL and CA #0I66990. No offers may be made or accepted from any resident outside the specific states referenced. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of FL and CA #0I66990. As such, these services are strictly intended for individuals residing in the states referenced.
Experience
Licensed Agent
Nov 1979 — Present · Winter Park, FL, US
I am an agent licensed to sell insurance through New York Life Insurance Company.
Education
University of Florida
Bachelor of Business Administration (BBA)
1975 — 1979
Skills
- Legacies
- Licensed Life Insurance Agent
- Multi-Generational Planning
- Wealth Preservation Planning
- Protection Planning/Family Security
- Annuity Sales
- Estate Planning
- Multi-Generational Wealth Transfer
- Key Person Protection
- Gifting Strategies
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