We provide quality financial strategies, offer insurance and financial products as well as implement employee benefits to businesses and individuals.
Located in the heart of Houston TX, the Houston General Office serves New York Life clients in the surrounding areas. With many full-time professional agents, we have been serving our community for many years. At the Houston General Office we believe our business is based on trust and loyalty. That's why our products are designed to help you, your family and your business when you need it most. Your trust is something we plan to earn through every interaction with us. Do not hesitate to contact us for further information or to schedule a free financial consultation with one of our professional agents. CONSIDERING A CAREER CHANGE? When you offer insurance and financial services you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Financial professionals with the Houston General Office provide very personalized services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. For more information on the New York Life Sales Agent career, contact us or visit www.newyorklife.com/careers. EOE/M/F/D/V/SO
2020 Rising Star Recipient Cody Moncure
"Growing up I had a passion for sports and was blessed to receive a full-ride scholarship to play football at Houston Baptist University. I majored in finance and stayed an extra year to earn my MBA. While there, I interned at a wealth management firm that validated this was the career for me. I love to talk and engage with people, but there is always my analytical side that needs attention. Being an advisor satisfies both of those roles. My ultimate passion is to help others. My fiancé, MacKenzie, shares that same passion with her career as a Neuro Trauma nurse. Like all of us men, I "outkicked my coverage" with her.
New York Life became my first career because of the values, strength, and integrity of the company. I couldn't have made a better decision. In my experience so far, I have loved every fast-paced second of this career. There is no better feeling than forging strong relationships and helping positively impact the lives of my clients.”
Cody has received many New York Life awards- Career Life Success, Career Life Producer, Career Life Achiever , Life Foundation Award, and Executive Council.
Cody, congratulations on being one of NAIFA Houston's 2020 Rising Stars!
Our Houston General Office Elves are hard at work serving our Agents!!
Congratulations Stephen Hebert!!
2020 Rising Star
New York Life Insurance Company
“I started my career with New York Life in 2017 after a bit of encouragement from my father-n-law James Hall, a retired agent. It was a bit of a surprise to some that I would choose such a career since I only held a few jobs in my professional life. As a new agent, I worked aggressively in the business solutions market which led my wife, Julie, and I into a position to take over her dad’s established group insurance business. We are starting a group insurance business, which will specialize in group health, life, and employee benefits, coupled with all of the wonderful resources of New York Life. Located in Liberty, Texas it makes it somewhat of a niche market between two major cities. We offer many amenities of the larger firms, but with small-town personalized attention. Julie and I feel very blessed to have found this career and look forward to many more years of growth and service to our clients!”
Stephen is a MDRT* member since 2018 and has obtained many New York Life awards and recognition like 2019 Life Case Rate leader, 2019 Life FYC leader, President’s Council** 2018-2020 and currently holds the record for most paid cases in a calendar year in the Houston General Office! NAIFA’s Rising Stars are people less than 3 years in the business and already showing signs of success. A Rising Star shows much promise for a successful and fulfilling career, are committed to their community, family and team, and they serve as a great example for their peers.
Stephen, congratulations on being one of our 2020 Rising Stars!
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
**Council is an annual New York Life recognition program based on agent production form July 1st to June 30th.
The holiday season has just about arrived. And while it may look different this year, it doesn't have to be cancelled. Let the holiday preparation begin!
newyorklife.com Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.
Join us this weekend for a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA
All treats no tricks. New York Life is hosting a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA
Join us! New York Life is hosting a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA
Aissa Fuentes, Recruiting Coordinator at New York Life
Happy Boss’s Day to my boss Mychael Nguyen! 2020 has proven to be a year of change and challenges. Thank you for leading your Houston team with courage and determination. I appreciate all that you do for me and your team. #NationalBossDay #HoustonUnstoppable #NYL Aissa Fuentes
Team Houston was featured on a National Webinar today to share best practices on how we have been effectively utilizing our new hiring technology platform!
Today we celebrated our Women’s Market Agents!
“In the absence of FEAR what would your life/business look like?!?!”
Fun Family BINGO night with our New Org Leaders!
40 years of service... Janene Spalding, the many things you do to support our Houston NYL Office do not go unnoticed! We appreciate YOU and ALL you do, you are a neccesary piece of our puzzle and your dedication is astounding! Thank you!
Calling all Business Owners...
Join us for an informational workshop designed to address many of the issues faced by closely held business owners today.
Register using the link in the flyer or by using your camera on the QR code in the flyer. Secure your seat today!
Zooming with some of Houston’s Top Agents!
Have you posted about LIAM? Do all your Facebook connections know what you do and what a VALUABLE resource you can be?!?!
I’m challenging the Houston Agents to FLOOD Facebook with posts about LIAM!!
Today we wrapped up a great month of Client Workshops with one of my favorites, Tax Diversify Your Retirement with Rick Hayes!
What a powerful and strategic approach to retirement planning!
Time for some smart planning. Choosing the right investments now can help ease your tax burden later on. Learn how to maximize your retirement fund for a brighter financial future.
newyorklife.com Although investing wisely is essential to building and protecting your assets, the additional income you earn can also affect the amount you pay in taxes.
Thank you JC for hosting an informative workshop for our community on Business Owner Strategic Planning!
Have you secured your virtual seat for our Community Workshop on 8/31/20 at noon which will cover Tax Diversifying your Retirement?!?
Having a strategy to help manage taxes in retirement can be key to maximizing your retirement income. Join us for this complimentary virtual seminar, Tax Diversify Your Retirement Income, to learn how you can help manage your retirement tax burden and protect your family. Click the link below for details on the seminar and to register for this valuable informational session.
Thank you Dan Diiorgi for hosting our College Planning Workshop today!
Tomorrow is our Business Owner Workshop... have you secured your virtual seat? Click the link below to register:
today.com On the eve of the 100th anniversary of women gaining the right to vote through the 19th Amendment, TODAY’s Hoda Kotb talks with Coline Jenkins, great-great-granddaughter of women’s suffrage activist Elizabeth Cady Stanton, and Marika McLiechey, a descendant of women’s rights activist Sojourner...
College tuition is rising. And, of course, there's room and board, living expenses, books and more to cover. If paying for college is in your future, take a look at this.
businessinsider.com Average tuition at a public, four-year college is $10,486 for in-state students and $15,873 for out-of-state students, and $11,510 for room and board.
Back to school season may not always look the same. But saving for college is always a good idea.
newyorklife.com Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.
Having enough money to live a healthy, comfortable retirement is a goal for most people, but did you know that your tax burden could affect how much income is available to you? Having a strategy to help manage taxes in retirement can be key to maximizing your retirement income. Join us for this complimentary virtual seminar, Tax Diversify Your Retirement Income, to learn how you can help manage your retirement tax burden and protect your family. Click the link below for details on the seminar and to register for this valuable informational session.
We start training our future agents when they are young here in Houston! Informative session today for our Registered Representatives that included a surprise guest visit from our littlest recruit! 💞
Today, taxes, and tomorrow. Every business needs a plan that can evolve as your business evolves over time. Join us for this complimentary virtual seminar, Life in Business, to learn strategies to reward top talent, business succession, and maximizing after-tax income to owners and their families. Click the link below for details on the seminar and to register for this valuable informational session. https://nylife.zoom.us/webinar/register/WN_Fk0NY-pjQD6IF4784UplWg
Our Annual Volunteer For Good Conference looks a bit different this year (virtual) but I’m still getting some great ideas on how we can get involved in our Houston Community and increase our volunteering efforts using virtual capabilities! More to come soon on ways to get involved locally!
The New York Life Foundation created ‘The Golden Sweater’ to support children who have lost a loved one. Download the book today and the #NYLFoundation will donate $1 to organizations that support grieving children. #TheGoldenSweater
Celebrating the Brave of Heart!
Every year we celebrate our Council/Summit Qualifiers with a BIG party on June 30th!! This year, given the current environmental challenges they deserve an even BIGGER party!!! To stay safe we celebrated virtually! This Houston crew really is UNSTOPPABLE!!
Congratulations again to our Houston Council/Summit Qualifiers!
🐾All “paws on devices” to finish out the Council year strong! 🐾
Who’s ready for a PARTY?!?!
If you are a Council or Summit Qualifier- CONGRATULATIONS and please send me your FUN work from home photo!
Stressed out from all the uncertainty? Here are four tips to work through it.
forbes.com Sure, it feels like a tsunami at the time, but it does no good to hide in a corner and hope the adults in the room figure a way out of it.
Working from home, entertaining the kids, inventing new recipes — dads are spending a lot more time at home these days. This #FathersDay, take some time for yourself by letting me help you come up with a strategy that takes care of the whole family.
Join us on Thursday, June 25th at 4PM EDT for a virtual seminar as part of New York Life’s educational seminar series, “The Power of Knowing”. In this session, you will hear from our featured speaker Daniel Crosby Ph.D., as he discusses how to “win the day” during this global pandemic by taking advantage of the things you can control, and how he sets and achieves goals every day. Register today and learn how to unlock opportunities to improve your life by focusing on what matters most. See your local agent for registration details!
Naifa Houston asked Brian Monk, Principal, Monk Financial Strategies Group and NAIFA Houston Director, what are key components of a sound financial plan?
“As a financial advisor, when working with potential clients, I often find that most plans I come across lack a risk management element. I have found the best way to protect my client’s portfolio, and more importantly their family, in the event of an unfavorable turn in the financial markets or an untimely death is life insurance. Especially when we are able to establish it as an asset class within the portfolio. It just makes sense.”
Life Insurance serves many purposes and our members serve their communities to help people what figure out what type works best for them. Thank you, Brian, for your wise insight!
TrueCare Insurance Services specializes in health insurance, life insurance and supplemental insurance.
John Carlos Insurance is located in Houston, TX and offers online liability only and full coverage Texas auto insurance to the entire Houston area.
Jones Morris, LLP offers responsive, seasoned, quality legal representation, specializing in business and consumer bankruptcy, bankruptcy litigation, probate, guardianship, estate planning, and fiduciary and estate litigation.
Realtor Associate at Compass RE
Independent Farmers Insurance Agency serving Houston and the surrounding areas. Please contact us to schedule an appointment. Phone 936.647.1122
Welcome to First Priority Insurance Agency.
Helping more renters and current homeowners get access to all the required options when starting the home buying process. The goal is to ensure every home buyer has a fun and smooth home buying experience.
We are a full service independent insurance agency specializing in commercial insurance products in the state of Texas.
Pretty Quick Tax Service is an extension of the multiservice brand, Pretty Quick Consulting. Offering tax prep, credit consulting, notary and insurance.
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