Richard Fort
Passionate Licensed Agent with New York Life Insurance Company helping to protect families and small business owners.
- Role
- Licensed Agent at New York Life Insurance Company at New York Life
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Richard Fort
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 in the states of AZ License # 155669, CA License # OE04309, CO License #764164, MD License # 30••••••62, MI License # 76•••43, MN License # 40••••23, MO License # NC License # 76•••43, NV License # 10•••05, SC License # 76•••43, TX License # 23•••79, UT License # 635292. No insurance business may be conducted outside the state(s) referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, & NC. No offers may be made or accepted from any resident outside the specific state(s) referenced. 2355 E Camelback Rd, Ste 750, Phoenix, AZ 85••••80) 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 professional before making any decisions.*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.**Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation).#Securities offered through NYLIFE Securities LLC (member FINRA/ SIPC).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.
Experience
Licensed Agent at New York Life Insurance Company
Aug 2003 — Present · Phoenix, AZ, US
I am committed to providing individuals, families, and business owners sound financial strategies to help them accomplish their financial goals through various products.Licensed in AZ, CA, CO, MD, MI, MN, MO, NC, SC, TX & UT.*Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency 2355 E Camelback Rd, Ste 750, Phoenix, AZ 85016
Education
The American College of Financial Services
LUTCF, Estate Planning, Financial Planning
2004 — 2008
Central Texas College
AS, General
1991 — 1993
Skills
- Asset Protection
- Securities
- Estate Planning
- Permanent Life Insurance
- Life Insurance
- Executive Benefit Strategies
- Fixed Annuities
- 401k
- Wealth Accumulation
- Investments
- Key Person Protection
- Health Insurance
- Gifting Strategies
- Business Insurance Planning
- Long-Term Care
- Mutual Funds
- Long Term Care Insurance
- Strategic Planning
- Multi-Generational Planning
- Iras
- Retirement Planning
- Employee Benefits
- Buy-Sell Agreements
- Disability Insurance
- Succession Planning
- 401k Rollovers
- Small Business
- College Savings Plans
- Term Life Insurance
- Protection Planning/Family Security
- Guaranteed Lifetime Income
- Series 6
- Insurance
- Retirement
- Annuity Sales
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