My Background

Alan J. Diamond, LUTCF®, CLU®

 

As a New York Life Agent, I help people identify their financial dreams for today, tomorrow, and the future. Then, work with them to develop plans that will help them realize those dreams.  In fact, that's one of the reasons I joined the company back in 2008. After 38 years working as an electrical engineer and engineering manager, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

You can take comfort in the fact that I have been a proud resident of the Plano, Texas community for 23 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving husband, father, and grand-parent of 23 years, I have many of the same hopes and aspirations as my clients and am happy to share the resources and information that New York Life has to offer with you all.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my 8 years of experience, I hold an M.S.in Engineering Management and an M.A. in International Management Studies from The University of Texas at Dallas. I have participated in New York Life's well-known training program, NYLIC University, and have completed the CLU program at The American College.

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 – understanding their hopes, dreams and goals for now and into 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.

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.

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