Lisa Statzer Email & Phone Number

At forty-five, one of my clients got divorced. Ending a marriage of over twenty years left him wringing his hands in worry. If something were to happen to him, what would become of his construction business and his children in their early twenties? New York Life Insurance came to his aid. I advised my client about a key-person policy, which would transfer a sum to a beneficiary that could be used by his family to keep the business operational until they could afford to sell out. He felt like a weight had been lifted off his mind and thanked me for guiding him towards this peace. I’m Lisa Statzer and this is what I do: provide financial guidance to Texas business owners in order to help set up a strategy for the future. I share strategies to enhance income, reduce business expenses and help cut taxes and also work to sort out retirement plans. The overarching objective is to provide professional care for financial stability. In short, I work with New York Life to assist with● Maximizing retirement income● Life insurance ● Income protection If you would like to sort out a strategy to care for your family or learn how to protect finances, please book a meeting on my calendar and we’ll talk. Disclaimer: I am a licensed insurance agent affiliated with New York Life Insurance Company. I am also a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), which is a licensed insurance agency.Any testimonials on this site are based on individual experience and might not represent the experience of other customers and therefore cannot guarantee future performance or success. Neither New York Life Insurance Company, nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions. I am not licensed in all jurisdictions.New York Life2600 Network Blvd Ste 130Frisco, TX 75034

Listed skills include Strategic Planning, Microsoft Office, Microsoft Excel, Events Coordination, and 9 others.

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  University Of North Texas

  Elementary Education And Teaching