Our Ideal Customer

My ideal customer is someone who believes in protection. They believe they need to save and invest in their future. They believe that they themselves are an assets. They believe in themselves.Anyone interested in tax strategies to build strength is a customer. If they are looking for a company benefit plan they are a customer. If they are in a partnership or there are multiple owners they may need our services. If they just got married, bought a house, divorced, received unexpected money and they want to invest, bought a business, need a succession plan, had a baby, graduation or if they really just need life insurance, long term care needs or retirement planning .

About Us

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 advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.

How We Got Started

Growing up no one taught me the value of protecting your family or assests. I watched family members who owned businesses lose everything after a tragedy. I saw loved ones lives reshaped after a death. So I decided I wanted to protect them and help build their future.

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Top Forum Activity
Joseph O'Brien reviewed How Likely Are You To Recommend Nextdoor (For Lead...
3 months ago • 1 Like
I believe Nextdoor referral based lead system is amazing. The power of a neighbor saying they recommend a company means more to me than their SEO ranking. It has saved me time and my conversion... (more)
Joseph O'Brien answered Do You Use a Peo, and if So, What Has Your Experience...
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I have partnered with GEX Management. Brian Forsyth is an amazing asset and partner. They are extremely well connected and true leaders in the industry. (more)
Joseph O'Brien answered As a Consumer Yourself, What Would Make You the Most...
9 days ago
Knowing what the agent's book of business looks like is helpful. I've seen people who say they work with the mature market yet have never sold an annuity or LTC product. Knowing the team and... (more)
Joseph O'Brien answered Is Offering Insurance Benefits Worth the Potential...
3 months ago
Headache? I guess I would ask myself how competitive is the environment my employees and company are in. What is my competition offering that could potentially lure my employees away? Are my... (more)
Joseph O'Brien answered What Is the Best Type of Retirement Plan for Business...
3 months ago
Developing a strategy that can maximize your current assets in a way that can allow them to grow in a tax free environment would be a great way to go. Another thing to think about is developing a... (more)
Joseph O'Brien asked How Do You Choose a Life Insurance Agent?
3 months ago • 3 Likes • 1 Reply
*This is a market research question, not a sales solicitation Does the company's financial stability come into play? Is it your buddy from college? We have found most people in general have not... (more)
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Joseph O'Brien from New York Life Insurance
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