Jag T.

Estate Planning I Tax Mitigation I Rollovers I TFRA I Executive Bonus I Key Man I Life Ins I Split Dollar I

Role: Financial Services Professional at New York Life
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jag T.

Compassion is the greatest form of love humans have to offer. I believe service is the…

Experience

Financial Services Professional
New York Life
Apr 2003 — Present

Education

London Metropolitan University
Bachelors Honors, Business Finance
1998 — 2002

Skills

Angel Investing
Strategic Planning
Business Development
Digital Strategy
Strategic Partnerships
Asset Protection
Income Protection
Tax Free Income
Life Insurance
Guaranteed Lifetime Income
Multi-Generational Wealth Transfer
Wealth Preservation
Estate Planning
Retirement Planning
Go-to-Market Strategy
Case Design and Analysis
Legacy Planning
Exit Strategies
Charitable Trusts
College Funding Strategies

Contact information

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Work email
•••••@nyl.co
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Current company

New York Life

Financial Services · 38K employees · New York, New York, United States

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. As a mutual company we hold ourselves to the highest standards of transparency, objectivity, and integrity. We’re committed to improving local communities through a culture of giving and volunteerism, supported by our own New York Life Foundation. Join a company that values development, career growth, collaboration, innovation, and diversity & inclusion. Through various resources and programs, you can grow your career while developing personally and professionally. Your life. New York Life. More powerful, togetherᵀᴹ. Insurance • Investments • Retirement • Advisory Services New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Investments are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Not all New York Life agents are licensed to offer investments or advisory services. Only those agents who disclose their affiliation with NYLIFE Securities LLC and/or Eagle Strategies LLC are credentialed to provide the respective products and services. Read our disclaimers: https://nyl.co/socialmedia

nyl.co

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About Jag T.

Experience

Financial Services Professional

Education

London Metropolitan University

Skills

Find verified contacts for anyone on LinkedIn