Creating and Preserving Wealth in a Tax-Efficient Manner
Fairfield, NJ (PRWEB) October 13, 2016
David Podell has been named a member of the 2016 Chairman’s Cabinet of New York Life. Members of the elite Chairman’s Cabinet are the top fifty highest producing agents among New York Life’s elite sales force of more than 12,000 licensed agents.
David Podell has been a New York Life agent since 2003, and is associated with New York Life’s General Office in Saddle Brook, NJ. David is the founder of Podell Financial Group and works with clients across the country in all aspects of wealth management. David founded his practice when he saw a disconnect between financial solutions and their purpose within a plan. He noticed very early in his career that businesses and individuals were buying products that were never aligned with their true vision or goals.
As an entrepreneur, David has developed a strong team with the ultimate goal of helping people accumulate and protect their wealth.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States* and one of the largest life insurers in the world. New York Life has the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+).** Headquartered in New York City, New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments*** provides institutional asset management. Other New York Life affiliates provide an array of securities products and services, as well as retail mutual funds.
Please visit New York Life’s website at http://www.newyorklife.com for more information for more information.
*Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/17/16. For methodology, please see Fortune 500
** Individual independent rating agency commentary as of 7/20/16.
*** New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.