Personal Information
Organización/Lugar de trabajo
Greater New York City Area United States
Ocupación
Corporate Vice President, Estate Business and Tax Advisor
Sector
Finance / Banking / Insurance
Acerca de
Lillie currently serves as a Corporate Vice President at New York Life Insurance Company. She has a national position where she focuses on providing estate, tax and business planning consultation for New York Life’s agents and their affluent/high-net-worth executives and business owners. Her major responsibilities include conducting client-facing meetings to discuss estate and business-tax reduction techniques, tax planning, general family planning, retirement planning for small business owners, and hosting educational seminars.
She advises her clients on the most tax-efficient methods of passing an estate or business to heirs and/or other persons. She is also able to provide retirement...
Documentos
(1)Personal Information
Organización/Lugar de trabajo
Greater New York City Area United States
Ocupación
Corporate Vice President, Estate Business and Tax Advisor
Sector
Finance / Banking / Insurance
Acerca de
Lillie currently serves as a Corporate Vice President at New York Life Insurance Company. She has a national position where she focuses on providing estate, tax and business planning consultation for New York Life’s agents and their affluent/high-net-worth executives and business owners. Her major responsibilities include conducting client-facing meetings to discuss estate and business-tax reduction techniques, tax planning, general family planning, retirement planning for small business owners, and hosting educational seminars.
She advises her clients on the most tax-efficient methods of passing an estate or business to heirs and/or other persons. She is also able to provide retirement...