My Background

Margueritta Steele, MBA,  RICP®, LTCP

 

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2012. After 30 years working in the Information Technology industry, I wanted the opportunity enjoy my passion for helping people and businesses create financial security and develop holistic strategies to mitigate retirement risks. 

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. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.  In addition to my years of professional experience, I hold an MBA from the New York University STERN School of Business and I have been awarded New York Life Executive Council Level1 for 2014 and 2015. Most recently I have earned the RICP® (Retirement Income Certified Professional) designation from The American College.

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 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.

1Awarded by New York Life Insurance Company for outstanding sales achievements.
 
 

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