New York Life is dedicated to serving professional advisors
Industry Involvement
MDRT
The Million Dollar Round Table is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. New York Life has led the MDRT in total number of members for over 50 years. Swapan Munshi has been a member of MDRT during the years of 2017-2020.
NAIFA
The National Association of Insurance and Financial Advisors is a national non-profit association founded in 1890 to support insurance and financial advisers, as well as their clients. Both agents are members of NAIFA.
Council Financial | Bay Area
Northern California. Greater SF Bay Area. Financial District