Peter Chan
Registered Representative at NYLIFE Securities LLC
- Role
- Insurance Agent at New York Life
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
About Peter Chan
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.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice.New York Life Insurance Company1 S. Church Ave, 22nd Floor, Tucson, AZ 85701Office Phone (52••••••09 Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. CA license #0E04272
Experience
Insurance Agent
Apr 1989 — Present
Agent licensed to sell life insurance through New York Life Insurance Company.
Education
Taipei American School
High School Diploma
1982 — 1984
St. Paul's College, Hong Kong
High School, High School/Secondary Diplomas and Certificates
1973 — 1982
University of Arizona, Eller College of Management
MBA, Finance and Management
2000 — 2002
University of Arizona
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
1985 — 1989
Skills
- Disability Insurance
- Retirement
- Life Insurance
- Pensions
- Term Life Insurance
- Estate Planning
- Whole Life
- Mutual Funds
- Leadership
- Long-Term Care
- Long Term Care Insurance
- Fixed Annuities
- Retirement Planning
- Insurance
- Financial Services
- Investments
- 401k
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