Suzanne Sue Beck
Agent at New York Life Insurance Company
- Role
- Financial Services Representative at NYLIFE Securities LLC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Suzanne Sue Beck
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. New York Life, 3200 SW Freeway, Suite 1900, Houston, TX 77••••••••45.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
Experience
Financial Services Representative
May 2013 — Present · Houson, TX, US
Financial Services
Education
Indiana University-Purdue University at Indianapolis
Business, Economics
1974 — 1978
Kalamazoo College
Art, Education
1971 — 1973
Skills
- Business Succession Planning
- Multi Generational Planning
- Legacies
- Education Funding Strategies
- Key Person Insurance
- Retirement Planning
- Licensed in Long Term Care Insurance
- 401(K) Rollovers
- Ira Rollovers
- Estate Planning
- Creative Problem Solving
- Gifting Strategies
- Risk Management
- Protection Planning/Family Security
- Annuity Sales
- Seminar Marketing
- Wealth Preservation Planning
- Key Person Protection
- Financial Services
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