Michael Anaya, New York Life
In 2011, Michael Anaya became a Registered Representative for New York Life, the number one largest mutual insurer in the United States. The opportunity to work with people and have personal interactions is what inspired Michael to become a Registered Representative. “There are not many things as personal as finances,” said Michael. “To be able to help people understand and work out these important parts of life is crucial.”
There is not a better or more versatile financial tool than life insurance. Growing up in a family that was self-employed, Michael saw the need for a strong financial plan. He wanted to become the go-to person for helping people get a plan in place while also providing tools that would help them protect their families. After looking into several insurance companies, Michael decided that New York Life was simply the best fit.
Michael specializes in advising clients on retirement and legacy planning, “I help clients obtain investments and life insurance,” says Michael. “I also help businesses with group benefits such as IRA’s, 401K, and Group Life.” Clients can call Michael directly and he will take care of them – many financial institutions can be impersonal and difficult to get a hold of, not providing clients with personalized service.
One of the biggest “wins” for Michael has been qualifying for the Executive Council at New York Life nearly ever year. His ability to help clients fulfill their needs contributes to the continuation of his position on the council. He has also qualified for an industry award called the MDRT, which is a world wide recognition that is quite prestigious.
In addition to prestigious awards, Michael also shares an experience from one of his most memorable clients. “I once delivered a death benefit to a new widow,” says Michael. She was so grateful for his service as outlined in her testimony, “I don’t know what I would have done without this. I don’t know why everyone doesn’t do this, and you are the only one who has showed up with money,” said a client of Michael’s. People don’t realize that when someone dies, there are bills to be paid and support is needed – Michael feels grateful to be that support.
Michael is excited to keep doing what he has been doing – working with people and improving his knowledge to better help people get the plans that will be the best fit for their lives. “Laws change, rules change, taxes change, and life is always changing,” says Michael. “I am always seeking to improve so that I can better help my clients.”