Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.

It’s important to:

  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.

  • Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

Disclosure

Gilberto Perez Jr is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0I40521), KS, LA, MD, NM, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Gilberto Perez Jr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2800 W Trenton Rd Ste 2812a, Edinburg, TX, 78539, 956-630-9115. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, DC, MD, NM, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Gilberto Perez Jr is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, DC, MD, NM, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.