Sarah Marcopolos Email & Phone Number

I have polycystic kidney disease (PKD) and because of that and how it has affected me and my life, I want to speak about wealth and health. My objective is to meet the individual needs of my clients with solutions based on their business needs, from a business continuation and transfers services with Buy/sell cross-purchase arrangements to executive bonuses, family and lifestyle needs covering financial strategies and accumulation, retirement planning, family legacy planning and foundational protection and, finally, philanthropic endeavors covering the community to national and global contributions. I and my team will maximize the best resources to help keep your standard of living undisturbed. We will uphold our firm’s philanthropic goals to attract Baby Boomers and Millennials and their social charitable spirits in providing financial education for people with genetic diseases, starting with PKD. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address: 2600 Network Blvd, Suite 130 Frisco, TX 75034 Office # 469-667-6350 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.My CA insurance license is 0K75085Licensed in Texas, Washington, California.

Listed skills include Sales, Team Building, Customer Service, Sales Process, and 41 others.