Basic Information
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Company
New York Life -
Mobile phone
612-387-2811 -
Email
ijluebbert@ft.newyorklife.com -
Describe How You Would Like To Be Introduced Via Email
I’d like to introduce you to Iliana Luebbert, a financial services professional with New York Life. She works with individuals, families, and business owners to help them reach their financial goals with confidence. Iliana has a great way of helping people feel informed, supported, and empowered when it comes to their finances. I thought it might be valuable for you two to connect! -
What is your "why"? Why do you do what you do?
Growing up, my family faced serious financial struggles—including bankruptcy. I watched my mom, a single parent, work incredibly hard just to keep us afloat.
This showed me how overwhelming money can feel—and how different life can look with the right education and support. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) "Do you currently work with someone who helps you feel confident about your financial future?"
2) "Have you reviewed your finances lately to see if they still align with your goals?”
3) “Are you confident that your retirement preparations will support the lifestyle you want?”
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Unique Selling Proposition
Using one of the most trusted names in the industry, I help individuals, business owners and families avoid the struggles my family went through by helping them gain clarity, confidence, and control over their financial picture. Whether that’s through investments, life insurance, retirement planning or making sure things are in place if life takes an unexpected turn, I bring a personal touch to make the process feel less intimidating and more empowering.
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About me
Outside of work, I enjoy spending quality time with my family, hitting the gym, getting outdoors, and going thrifting with my younger sister when I get to visit her. On the weekends, I also stay busy by working at a golf course and volunteering! -
Profession
Financial Advisement and Life Insurance -
Title
Financial Professional -
Hobbies and interest
I am extremely passionate about the gym, it's where I spend most of my time outside of work! I also love hiking, going to farmer's markets, and watching movies. -
Website
https://www.newyorklife.com/agent/ijluebbert
Contact Information
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City / Town
Edina -
State
Minnesota -
Zip
55435 -
Country
United States -
Special offers to the group
Financial Advisement, Investments & Life Insurance -
LinkedIn Profile
https://www.linkedin.com/in/iliana-luebbert-781899240/
Education
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College / University
Gustavus Adolphus College