I'm a planner who recently moved to Houston from PA and wanted to join a few networking groups.
Niche (Services/Products your company provides:)
Investments, Estate Planning, Group Benefits, and Business Planning
I'm a Partner at New York Life.
Not accepting clients at this time.
Area of Houston
inner loop west
Servant Leader, Give It First Networker?
Have Attended Live InHouston Netweaving Events (ever):
See above; Pre-retirees and retirees, affluent Individuals/couples or Business Owner; also looking for top-notch individuals who are limited in their earnings potential to come aboard as new Financial Services Representatives.
Affluent Families, Individuals either close to or in retirement, Business Owners.
Urgent Needs and Compelling Desires of Target Market(s)
Looking to meet candidates possibly interested in learning about a career as a Financial Services Representative.
Opportunities said Target Market(s) would love to invest in
Expanding into charitable giving and financial planning for low income families, who often can't afford such planning.
What does your company do to focus on its purpose?
Mass provides free life insurance on the parents of low income families to provide for college funding in the event of a death. Connect with me if you would like more information, or to join in this cause.
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