Richard Simonetti
- Role
- Senior Vice President at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Richard Simonetti
For close to 30 years, I’ve helped others pursue and achieve the personal and…
Experience
Senior Vice President
Aug 2019 — Present
Responsible for overall management of the South Central Zone, providing strategic guidance on corporate initiatives that help grow the company’s mission to recruit, retain, and grow New York Life’s field force.
Skills
- Retirement
- Securities
- Fixed Annuities
- Series 65
- Retirement Plan Consulting
- Series 63
- Health Insurance
- Long Term Care Insurance
- Term Life Insurance
- Asset Allocation
- Series 7
- Investments
- Insurance
- Employee Benefits
- Series 6
- Alternative Investments
- Retirement Planning
- Investment Strategies
- Financial Services
- Series 24
- Estate Planning
- Life Insurance
- 401k Rollovers
- Risk Management
- Leadership
- Mutual Funds
- Executive Management
- Roth Ira
- Sales Process
- Long-Term Care
- Wealth
- 401k
- Small Business
- Pensions
- Finra
- Succession Planning
- Disability Insurance
- Personal Finance
- Whole Life
- Variable Annuities
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