Judy M. Nelson, CLTC®, LTCP
As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2017. After 25 years working as Commercial Banker and VP of the bank, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.
You can take comfort in the fact that I have been a proud member of the Carlsbad community for 4 years and am a proud member of the North San Diego Filipino Chamber of Commerce board member, and the Daybreak Church community and have a vested interest in seeing my friends and neighbors succeed. As a loving proud mother of four children and Grandma of sixteen, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.
Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my years of experience, I hold a BA in Education and have participated in New York Life's well-known training program, NYLIC University. I also hold the professional designation of CLTC® (Certified in Long Term Care) and LTCP (Long Term Care Professional).
Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.
Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.