Tim Collins - New York Life

Timothy J. Collins
CLU® , ChFC®
CA Ins. License#0459092

 

 

 

Tim Collinsis a native of Los Angeles and enjoys a twenty-five year association as a New York Life Insurance Company agent.

Tim earned his CLU® (Chartered Life Underwriter) designation fifteen years ago and continues to meet and exceed goals in his professional development. He achieved an appointment to the prestigious New York Life Executive Council on several occasions and received numerous awards including membership in the Million Dollar Round Table (MDRT)****.

 

In Los Angeles, July 2007, Timothy J. Collins, CLU®, ChFC®, earned the Chartered Financial consultant (ChFC) professional designation from The American College, Bryn Mawr, PA.

 

Candidates for the ChFC® program focus on a complete financial planning process as an organized way to collect and analyze information on a client's total financial situation. ChFCs can identify and establish specific financial goals and then formulate, implement, and monitor a comprehensive plan to achieve those goals. Individuals who earn a ChFC® provide advice on a broad range of financial topics including: financial planning, wealth accumulation and estate planning, income taxation^, life and health insurance, business taxation^ and planning, investment and retirement planning.

As part of his ongoing effort to add value for his clients, Tim is certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®.

Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.

The Macro Asset Perspective® is a balanced approach to your personal accumulation and income. MAP combines time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.

While this process was originally developed for a physician’s network on the west coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.

 

 

 

 

 

 

 

For the past eight years, Tim has been a member of the distinguished Glendale Estate Planning Council. This organization is comprised of the most knowledgeable and accomplished estate planners, attorneys, insurance agents,and CPAs practicing in the tri-city area. Tim's contributions to the success of the New York Life Los Angeles Office are a lucrative level of production and service as Vice-President, and then President of the Agents' Advisory Board, which represents two hundred fifty agents.

Tim primarily sells to three target markets:

  • Business owners
  • Engineers
  • Architects

He has pursued this market throughout his career together with referrals from his brother's property and casualty business. Tim introduces prospective clients to the beneficial uses of life insurance, retirement funding, split dollar plans and estate conservation. He recommends and sells Whole Life, Universal Life*, Variable Universal Life**, and group health insurance***.

Tim is a family man and a respected member of his church and community. He generously donates his time in a variety of volunteer positions: School Board President and Fundraising Chairman, Booster Club, President of the Advisory Board for the Glendale Community Center operated by Catholic Charities. However, his first "volunteer love" is coaching. A former football coach at the United States Naval Academy. Tim has enjoyed and successfully coached a variety of sports throughout the years. Tim concluded, "Good coaching and team chemistry are critical factors in winning, but it sure helps to have a gifted athlete who is bigger, stronger, and faster than anyone else."

 

*Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)

**Offered by NYLIFE Securities LLC (member FINRA/SIPC)

***Products available through one or more carriers not affiliated with New York Life; dependent on carrier availability in your state or locality.

****MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance. 

^  Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.


Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).
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