Featured New York Life agent: Joel Field
- Joel works in both Columbus, Ohio and Manhattan. Contact Joel any time via e-mail: firstname.lastname@example.org or phone: (614)793-2121 ext. 2404. He’d be happy to discuss your needs.
- Member, Million Dollar Round Table
- Certified Financial Planner™ Professional
- Born in Louisville, Kentucky, raised in Columbus, Ohio
- Enjoys exercising, reading and traveling
- Has a master’s degree in Divinity, and is committed to making a difference in people’s lives
Joel Field, CFP®, CLU®, LUTCF
With an undergraduate degree in Finance, a master’s degree in Divinity and several years of experience working in the investment world, New York Life Agent Joel Field, CFP®, CLU®, LUTCF, of the Columbus, Ohio General Office, joined the Company soon after the country plunged into the recession.
Joel, who divides his personal and professional time between Columbus and Manhattan, initially investigated career opportunities within New York Life because of its financial strength and stability, as well as its long history of providing security and peace of mind to clients. “I pursued my master’s degree in Divinity because my goal was to help others—I saw it as my personal mission in life, and still do. Now, as an Agent, I see my work with my clients as an extension of that same goal.”
Providing a safety net
“After the collapse of the banking system in 2008, I looked to find a position that would be fulfilling as well as challenging,” says Joel, a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and NYLIFE Securities LLC Registered Representative. “I chose to join New York Life because after several informational interviews with my Managing Partner, I began to look at the benefits of Life insurance in a whole new way and was enthusiastic to share this knowledge with my clients and prospects.”
“I came to understand the significance of having a discussion with my clients about Life insurance. Having it in place can make a significant difference in the lives of others and I’m now a firm believer in it,” Joel states.
“Life insurance can help provide my clients with the protection they need for their families, loved ones and business partners. When appropriate, it really can help provide a safety net for my clients and their families.”
A holistic approach to finding solutions
Nearly all of Joel’s business comes from referrals, something he attributes to the strong relationships he’s built with his clients. With much of his client base comprised of individuals and families within the LGBT community—including small business owners and medical and young professionals, Joel finds that his clients are looking for products that can offer them a diverse array of solutions, including protection, growth, security, and tax diversification.
Joel has also adopted a more ‘holistic’ approach to finding these solutions. This involves looking at his clients’ needs as a whole, and taking into consideration different factors such as their savings and retirement goals. And, because of his work within the LGBT community, Joel appreciates the complexities of estate planning that many of his clients may face.
“Part of my ‘holistic’ approach is referring my clients to professional legal and tax advisors* within the community,” he says. “It’s important to have a will and the proper framework in place. Among my network are estate planning attorneys and accountants—people who understand the unique needs of those within the community.”
Making a difference
Joel’s mission to help others doesn’t just stop at his work. He is a member of the Development Committee for Stonewall Columbus, which serves the Central Ohio LGBT community, as well as the Board of Directors of The Legacy Fund of The Columbus Foundation, a permanent endowment fund that specifically addresses the needs of the LGBT community.
He’s also enjoying conducting workshops on available investment solutions and strategies for Agents and Registered Reps within his General Office—instilling his enthusiasm and knowledge with others who are working within the industry.
“Making a positive impact in the lives of others is very gratifying to me,” Joel says. “I’m very passionate about my work and about making a difference in my clients’ lives.”
*Neither New York Life nor its agents render tax, legal or accounting advice. Please consult your professional advisers regarding your particular situation before determining any appropriate course of action.