Kyle Shimoda - Financial Services Professional
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"The Company You Keep"
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the United States and one of the largest life insurers in the world. Headquartered in New York City, New York Life’s family of companies offers life insurance, annuities and long-term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds.
Kyle Shimoda has been a New York Life agent since 2005 and is associated with New York Life’s Honolulu General Office. In 2007, Kyle was named a member of the Executive Council of New York Life Insurance Company.
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Products/Services
- Wealth Accumulation Strategies
- Retirement Planning
- Financial Protection (Estate, Creditor, Life)
- Business Succession Planning
- Disability Insurance (Personal, Business Overhead Expense)
- Investment Planning (Mutual Funds, Portfolios)
- College Planning (529, Coverdell)
- Retirement Planning (401k, IRA, & Lifetime Income)
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Qualifications
- Registered Representative w/ NYLIFE Securities
- New York Life Executive Council Status
- Member of NAIFA
- Macro Asset Perspective Certified
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Accomplishments
New York Life
- 2006 New Agent of the Year
- 2006 Agent Recruiting Award
- 2006 & 2007 Executive Council
- 2007 Life Allstar
- Life Foundation Award
- Hawaii Office record holder for the most life insurance policies in the first year
NAIFA (National Association of Insurance and Financial Advisors)
- 2007 National Sales Achievement Award
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Testimonials
Dear Kyle:
Thank you sooooooo much for helping me retrieve my disbursement. It surely would
have been a nightmare had it not been for your help and diligence in this matter. I am
enclosing a Gift certificate for you to one, thank you and two, in hopes that I will be able
to meet you one day and personally thank you!
If there ever is anyone that needs the financial services that you and your company
provide, l will be sure to mention your name and give them your number. You have been
most professional and speedy in all aspects of this matter. If you would like to give this
to your manager in hopes that you do. I would personally commend you to him myself,
Your service must truly be a reflection of your company' s standards!
Thanking you again,
Carol Henry
Pinky's Pupu Bar & Grill
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