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                                My Background

                              My Background

                              Kevin Chen, LUTCF, CLTC

                              Based in San Dimas, California, Kevin Chen, Financial Services Professional, is an Agent for New York Life Insurance Company and Registered Representative for NYLIFE Securities LLC.  He is responsible for sales, service and relationship development with clients in Pasadena, Greater San Gabriel Valley area thru Southern California, as well as Bakersfield, California.

                              New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance company in the United States and one of the largest life insurers in the world. It is a provider for life insurance products, retirement plan products, and services. Kevin Chen has acquired more than 30 years’ experience in the financial services industry, all of them with New York Life.  Kevin has also been a member of the New York Life Council^ 21 times. Membership is awarded to agents who performed at the highest level annually.  Kevin also is a Life Member of the Million Dollar Round Table*. Kevin Chen holds CA Insurance license #0729118.

                              *The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                              ^Council is an annual company recognition program based on agent production from July 1- June 30.

                              Disclosure

                              Kevin Chen is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #996686), CA (CA Insurance License #0729118), GA, HI, IL, NC, NJ, NV, NY, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

                              Kevin Chen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 140 Via Verde Ste 200, San Dimas, CA, 91773, 626-372-0827. In this regard, this communication is strictly intended for individuals residing in the states of CA, GA, HI, IL, NV, NY, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                              The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

                              Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                              For more information about NYLIFE Securities LLC and its investment professionals.

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