Lizi Bourassa

I collaborate with financial professionals to thoughtfully integrate income protection into their practice—offering guidance and support so together we serve clients with clarity and care. Forever a safe space.

Role: Senior Associate, Internal Consultant for Long-term Care & Individual Disability Solutions at New York Life
Location: White Plains, NY, US
LinkedIn followers: 500 followers

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About Lizi Bourassa

My mission is to give financial professionals the right tools to confidently advise their clients on making well-informed, unique decisions regarding their Long-Term Care and Individual Disability Income Insurance solutions.

Experience

Senior Associate, Internal Consultant for Long-term Care & Individual Disability Solutions
New York Life
Jan 2024 — Present · NY, US
I collaborate with agents in effectively integrating disability income and long-term care insurance into their practice. My goal is for agents to feel comfortable in starting these conversations and confident in guiding their clients toward smart income protection solutions. Key Achievements- 2025 Internal Consultant of the Year – LTC/IDI- 2024 Internal Consultant of the Year – LTC/IDI- 2024 Presentation Skills Winner – New Org Class- LTC/IDI Internal of the Quarter – Consecutively from Q2 2024 to Q4 2025 Leadership & Collaboration- President, Advisory Council to the Sales Desk (2025); previously Treasurer/Secretary (2024)- Active participant in DE & I and ERG programs: Peer Leadership Circle, Building My Career, Leadership Connection, & Empower Mentorship Program Community & Culture- Volunteer, The Women\'s Initiative 2025 Girls on the Run 5K- Participant, NYLPride\'s 2025 NYC Pride Parade- Member, BOLD Civic Engagement Committee- ENABLE: Core Leadership Team & Panelist for Beyond Disability Storyteller Panel- Member, Legend Toastmasters

Education

The American College of Financial Services
Financial Services Certified Professional, FSCP®
The American College of Financial Services
Chartered Financial Consultant (ChFC)
University of Central Florida
Gender Studies Certificate Program, Women's Studies
2014 — 2017
University of Central Florida
Bachelor of Science (B.S.), Biology, General
2004 — 2008

Skills

Volunteer Management
Training
Marketing Management
Nonprofits
Community Organizing
Team Building
Program Development
Hospitality
Nonprofit Organizations
Social Media
Youth Mentoring
Financial Operations
Public Relations
Event Planning
Grassroots Fundraising
Public Speaking
Fundraising
Political Campaigns
Community Partnership Development
Leadership
Grant Writing
Community Outreach
Event Management
Public Health
Office Administration
Community Impact
Website Development
Team Management
Community Gardens

Contact information

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Work email
•••••@nyl.co
Personal email
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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

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