Question 1

What services does the company offer?

Accepted Answer

The company offers a range of insurance and financial products, including life insurance, mutual funds, and retirement planning services. As a New York Life insurance agent and registered representative of NYLIFE Securities LLC, the company's representative can help clients identify their financial needs and determine the best products to meet their objectives.

Question 2

How can I access my account information?

Accepted Answer

Clients can access their account information through the company's online portal, NYL Online Account, which allows them to view their policies, transactions, and other account details.

Question 3

What is the process for scheduling a meeting with the company's representative?

Accepted Answer

Clients can contact the company's representative, Shauna L. Soper, LUTCF, to schedule a meeting. The contact information provided includes a phone number and email address, as well as the representative's physical office address.

Question 4

What educational resources are available on the company's website?

Accepted Answer

The company's website offers a variety of educational resources, including calculators and articles on topics such as day-to-day finances, budgeting, and building a "surprise" fund.

Question 5

What licenses and certifications does the company's representative hold?

Accepted Answer

The company's representative, Shauna L. Soper, LUTCF, is a licensed insurance agent in Arkansas and California, with license numbers provided. She is also a registered representative of NYLIFE Securities LLC.

Shauna Soper, Financial Professional - New York Life

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About Shauna Soper, Financial Professional - New York Life

Frequently Asked Questions about Shauna Soper, Financial Professional - New York Life

What services does the company offer?

How can I access my account information?

What is the process for scheduling a meeting with the company's representative?

What educational resources are available on the company's website?

What licenses and certifications does the company's representative hold?

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