Raquel Monsale
Financial Services Professional helping clients with custom-tailored solutions for personal or business financial needs
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Raquel Monsale
About Me: Welcome to my profile! I am Raquel Monsale, RICP, CLTC, a dedicated Agent…
Experience
Financial Services Professional
Feb 2014 — Present
I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans.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.I may not be licensed in all jurisdictions.My California Insurance license number is 0H60•••25 Metro Dr.San Jose, CA 95110Phone:(40••••••75
Skills
- Long-Term Care Insurance
- Six Sigma
- Life Insurance
- Finance
- Legacies
- Life Insurance Strategies
- Wealth Preservation Planning
- Term Life Insurance
- Investments
- Personal Finance
- Protection Planning/Family Security
- Retirement
- Annuity Sales
- Small Business
- Education Funding Strategies
- Leadership
- Asset Protection
- Whole Life Insurance
- Customer Service
- Permanent Life Insurance
- Marketing
- Ira Rollovers
- Retirement Planning
- Supplements to Employee Benefits
- Public Speaking
- Estate Planning
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Accounting
- Management
- Team Building
- 401(K) Rollovers
- Wealth Transfer Strategies
- Grandchild Gifting
- Thought Leadership
- Program Management
- Microsoft Office
- Licensed Life Insurance Agent
- Microsoft Excel
- Financial Services
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