My Background

Helen Song, CLU, CLTC, LUTCF

 

Education:

. 1990 Beijing University, English language and Literature

. 1996 Santa Clara University, Finance

 

Experience:

. Joined New York Life in 1998

. New York Life Council Agent since 1999^

. Million Dollar Round Table Life member

. Chartered Life Underwriter (CLU) Designation

. Certified in Long-Term Care (CLTC) Designation

. Life Underwriter Training Council Fellow (LUTCF) Designation

. Financial Advisor of Eagle Strategies LLC

. Member of National Association of Insurance and Financial Advisors

 

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 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.

 

 
^New York Life sales production status

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