Aroda Awarded Agent of the Year in the Greater San Francisco General Office of New York Life: 2008, 2007, 2005
My clients have a dedication to the growth of their business or advancement of their professional career. Their wealth strategy is either through ownership of a privately held corporation or in a management position of a private or public company.
My clients look to further enhance their opportunities, but at the same time realize the need to address financial concerns and challenges. They have a strong desire to accomplish their personal objectives in every area that is important to them, and they value a relationship with a financial services professional who will support their aspirations.
My clients seek long-term relationships based on trust, and they understand the importance of these relationships with a financial services professional who help them accomplish goals for themselves, their business and their family.
q Evaluate Retirement Plans
q College Savings Strategizing
q Wealth / Estate Funding: Protecting and Accumulating Wealth
q Business Initiatives: Succession, Benefits Programs
q Legacy Plans
NYL Greater San Francisco 2008 Associate of the Year
Financial Strength: Promises Kept
It all begins with financial strength, which allows us to meet our future obligations to policyholders. New York Life Insurance Company and New York Life Insurance and Annuity Corporation (NYLIAC) have received the highest ratings for financial strength currently awarded to any life insurer by all four major ratings agencies.
Piyush Rocky Aroda is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
Neither New York Life Insurance Company nor its agents render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
