Looking for advice from a financial advisor but are not sure where to start? Look no further. New York Life Insurance Company Agent Felicia D. Roach answers questions about her personal experience in the field and gives advice on budgeting.
How did you get started in this career?
I got started in the Life Insurance industry after having searched for a way for decades to be of service to the community. Once I started to understand the power of life insurance, it quickly became a no-brainer.
What is your most requested service?
I would have to say our most requested service is Term Policies as they are available at a cost that may fit your budget and are flexible in terms of being able to choose the length of time you can have the policy in effect.
How do you spend your time when you’re not working?
Most of my time spent when not working is meditating, cooking and, when the weather is warmer, yard work.
What is one small change people can make to their budget that would create a big impact?
One of the smallest things a person can do to their budget to create a big impact in their lives is to take a few dollars from a luxury, place it into a whole life policy, allow it to grow and help to create generational wealth for their loved ones.
What’s one thing people should know about your business?
One thing people should know about my business is that I take what I am doing very seriously. I am passionate and determined to educate people on the power of insurance products and services so they make more sound and viable decisions for whatever goals they have in life.
As you think about your business, what are you most proud of?
The thing I am most proud of about my business is our position on educating everyone who is willing to put forth the effort to learn and take action. We can truly help to change people’s lives if they follow the strategy we put in place for them based on what their goals are.
Where do you see your business in 5 years?
In five years, I see my business being a thriving and reputable business with the client’s best interest at the heart of everything we do.
What is the one piece of advice that most changed your life?
The one piece of advice that most changed my life is to “Keep moving forward.” If you do that, you will eventually reach all that life has to offer you.
The world would be a better place if…
more people were in a position of financial security.
To contact Felicia D. Roach, you can email her at firstname.lastname@example.org.