Jose Croce
Registered Representative at NYLIFE Securities LLC
- Role
- Licensed Agent at New York Life
- Location
- Stockton, CA, US
- LinkedIn followers
- 500 followers
About Jose Croce
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. 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.3255 W. March Lane, Suite 300Stockton, CA 95••••••••13Neither 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.My California Insurance license number is 0K03701
Experience
Licensed Agent
Mar 2015 — Present
Agent licensed to sell insurance through New York Life Insurance Company.
Education
University of Phoenix
Bachelor of Science (BS)
2011
Skills
- Permanent Life Insurance
- 401(K) Rollovers
- Financial Services
- Business Insurance Planning
- Lifetime Income Strategies
- Retirement Income Strategies
- Business Exit Strategy
- Investments
- Licensed Life Insurance Agent
- Long Term Care Insurance
- Education Funding Strategies
- Annuity Sales
- Workshop Facilitation
- Wealth Preservation Planning
- Ira Rollovers
- Gifting Strategies
- Retirement Planning
- Supplements to Employee Benefits
- Key Person Protection
- Life Insurance
- Buy-Sell Agreements
- Succession Planning
- 401k Rollovers
- Term Life Insurance
- Protection Planning/Family Security
- Life Insurance Strategies
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