Basic Information
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Company
New York Life -
Mobile phone
970-581-0404 -
Email
dortiz06@ft.newyorklife.com -
Describe How You Would Like To Be Introduced Via Email
Hello, my name is Deonna Ortiz, and I help clients like yourself slow down the time on what's most important to you and your goals for the future. I love what I do in protecting families' assets, income, and the future. Let me be your resource, as I am here to help in any way I can. -
What is your "why"? Why do you do what you do?
I love what I do because I have personally gone through the same situations as many others. I am a single mother with a son with special needs, and was a caregiver to my grandmother. I help my clients prepare for the future because it's not that they plan to fail; they fail to plan. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Do you have an emergency savings, and how much?
2) When do you plan to retire,e and is it enough?
3) Are you financially covered if you lose your income? -
Unique Selling Proposition
Let me be the powerful resource to you and show you how not to outlive your money, protect you and your family in case of an emergency, and have guaranteed money if needed. -
About me
My passion in life is to help others in any way possible. I used to be a chef and loved making guests happy through food, I caregived for my beautiful grandmother for years, and love my son to the moon and back, who has special needs. My best achievement has been obtaining the position I am in now, to completely help families, business owners, and retirees for their future. -
Profession
Financial Advisor -
Title
New York Life Financial Advisor -
Hobbies and interest
I love to go on bike rides with my son and swim, bowling, go karts, and anything adventurous and new. -
Website
http://www.newyorklife.com/dortiz06
Contact Information
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LinkedIn Profile
https://linkedin.com/in/deonna-ortiz-739
Education
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College / University
Johnson & Wales University -
Graduation Year
May 2008