My Background

Phineas A. Turner, LUTCF® , CLTC®

 

As a New York Life Agent, I believe that most people want to do what's right: right for their families, others and themselves. In fact, that's one of the reasons I joined the company this year. After 26 years working a Financial Services Professional, I wanted the opportunity to work somewhere that made it easy for me to do right by my clients.

You can take comfort in the fact that I am a lifetime member of the MDRT and therefore have a vested interest in seeing my clients, friends and neighbors succeed. As a loving family man, 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.

I can introduce you to some ways to help protect your family's current and future needs; whether you are just starting out, settling into retirement, or somewhere in between, lets discuss your current financial situation, goals and challenges. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed to sell annuities and insurance through New York Life Insurance Company. In addition to my 26 years of experience, I hold a BA, from Criswell College, LUTCF® designation, from American College and I have participated in New York Life's well-known training program, NYLIC University.

In order to become the best agent, one must get to know their clients – hopes, dreams and goals for the future – this is the most important step. Together we will develop a strategy to help you find the best solution to accomplish that.

 

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.

 1Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

2Life Underwriter Training Council Fellow® or LUTCF ®Professional Designation Issued by American College of Financial Services. Financial Planning Individuals that hold the LUTCF® designation have completed a program of study that includes 3 separate courses that focus on practice management, life insurance, insurance products, investment products, and risk management.

 
 

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