Kala Patao
Financial Services Professional at NYLIFE Securities LLC
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Honolulu, HI, US
- LinkedIn followers
- 500 followers
About Kala Patao
As a licensed Agent of New York Life Insurance Company 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.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.HI Ins. Lic #374584Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 841 Bishop St. Suite 1900 Honolulu, HI 96••••••••85 I am not licensed in all jurisdictions.
Experience
Financial Services Professional
Jul 2016 — Present
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
University of Hawaii at Manoa
Sociology
2000 — 2006
Konawaena Highschool
Highschool Diploma
1997 — 2000
Skills
- Team Building
- Whole Life Insurance
- College Savings Plans
- Customer Service
- Strategic Planning
- Budgets
- Life Insurance
- Finance
- Public Speaking
- Estate Planning
- Fixed Annuities
- Financial Analysis
- Term Life Insurance
- Marketing Strategy
- Key Person Protection
- Life & Health Insurance Licenses
- New Business Development
- Time Management
- Sales Management
- Iras
- Roth Ira
- Account Management
- Universal Life
- Buy-Sell Agreements
- Analysis
- Sales
- Guaranteed Lifetime Income
- Social Media Marketing
- 401k
- Retirement Planning
- 401k Rollovers
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