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Volunteer

leboyd

Expertise

I can answer questions relating to life insurance, estate planning, business succession/continuity planning and tax-effecient retirement planning. I have advised clients for many years on these areas, and how they relate to life insurance. Likewise, I have worked with many on Long-Term Care needs.

Experience

I have been a top producer for the past 5 years. Prior to that I was the CEO of an international company, having the concerns from a clients perspective (now having been a client of NYL for more than 15 years)

Organizations
Society of Financial Services Professional Million Dollar Round Table

Education/Credentials
In addition to an BBA and an MBA from a top-10 school. I have earned the LUTCF, NASD Series 6, 7, 63 and 66 licenses.

Awards and Honors
Top Life Producer Top Long-Term Care Producer

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