New York Life: Roberta Halfmann

More Info

Buy Life Insurance to Protect the Ones you Love

General Info

As a licensed Agent of New York Life Insurance Company 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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting professionals before making any decisions. 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. You can take comfort in the fact that I have been a proud resident of the Westchester County, NY for seven years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving mother of three children and wife, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer. Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know. Neither New York life Insurance Company, not 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.

Services/Products

One of the best things about being a New York Life Agent is being able to offer real-world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead. I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be. Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished. Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans. I'll provide ongoing service as your needs and situation change over time. I'll work with you over the years to help keep your program on track with your changing needs.

Languages

English, Portuguese, Spanish

Other Link

http://www.robertahalfmann.com

Category

Life Insurance

Reviews

Details

Phone: (914) 582-3622

Address: 777 Westchester Ave, West Harrison, NY 10604

Website: http://www.robertahalfmann.com