Describe How You Would Like To Be Introduced Via Email
I’d like to introduce you to Kyle Abert, a local agent with New York Life. He work with individuals and families to help create financial strategies that protect what matters most. Kyle is passionate about serving the community and asked me to reach out on their behalf as a trusted resource, especially for those who dedicate their lives to service like you.
What is your "why"? Why do you do what you do?
I do what I do because I like to help people without pressure, I like to be a valuable resource to everyone I meet and do what I can to help them even if its referring them to someone different.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
"Do you have someone you trust for long-term financial protection—like life insurance or income planning?"
"Have you had a recent financial checkup to make sure you're still on track for your goals?"
"Are you working with someone who really explains things in a way that makes sense and feels personal?"
" Have you talked to anyone about your goals for retirement?"
Unique Selling Proposition
I help individuals, families, and business owners create financial certainty in uncertain times—through personalized strategies backed by one of the most trusted names in the industry. Whether it’s protecting income, building tax-advantaged wealth, or securing retirement, I make complex planning simple, human, and actionable.
About me
I am a well rounded individual with a lot of interest in many things. I was chef for 12 years and that is still a passion of mine, I left the culinary world to make a better life for myself and family but I still wanted to do something that serves others as well since hospitality is a part of who I am.
Cooking is the biggest hobby of mine! Other than cooking, video games are another hobby along with camping, walking trails, farmers markets, exploring new areas, walking my dog, meeting new people!