NEW YORK, September 9, 2009 — New York Life Insurance Company has named Tim C. FitzGerald, MSFS, AEP, its Council President, an honor bestowed annually on the New York Life producer with the company's highest production and service achievements. Mr. FitzGerald will serve his term as Council President from July 2009 through June 2010. Mr. FitzGerald, based in Shreveport, Louisiana, is the top producer among the company's elite field force, a group comprised of 11,000 licensed New York Life producers. Mr. FitzGerald specializes in wealth management and estate planning for individuals and business owners.
"New York Life applauds Tim on achieving the company's most prestigious distinction," said Mark Pfaff, executive vice president in charge of U.S. Life and Agency for New York Life Insurance. "His unique business approach to serving the financial needs of business owners and their families is inspirational, and producers can learn much from his example."
Mr. FitzGerald is the senior partner in TFG Financial, a full service financial services firm specializing in individual and business wealth management; business and family succession; key person retention and employee benefits. Mr. FitzGerald's partners in TFG Financial are David Kendrick and Jerry Lorey, who are both Chairman's Council producers, New York Life's top tier of producers, as well as members of the Nautilus Group*. Mr. FitzGerald also has an additional partner in TFG Financial Group Benefits, Jason Weinland, who brings a wealth of knowledge and experience in the field of employee benefits and solutions.
Mr. FitzGerald received the Masters of Science in Financial Services (MSFS) degree from the Graduate School of Financial Sciences of the American College, Bryn Mawr, Pennsylvania. He also earned the Accredited Estate Planner (AEP) designation. Mr. FitzGerald is a member of Nautilus Plus, a group of 25 top producers nationwide, which is a value added resource to his clients in complex cases involving estate planning and business succession and he is a member of Million Dollar Round Table's Top of the Table, an international, independent association of 35,000 of the world's best life insurance and financial service professionals from 76 nations and territories.
*Nautilus is a special advisory unit of New York Life that assists producers with expert advice from certified public accountants and estate planning attorneys.
"We are so blessed to have such wonderful clients. We are constantly striving to find creative ways to help our clients solve the challenges they face. Our client focused group offers a "Circle of Services" to our individual and business owner clients that enable us to address our client needs and then educate them - with creative solutions. If it weren't for our clients we wouldn't even be here. The client always comes first. The old saying, "people don't care how much you know until they know how much you care" is so true in our business and we all care very deeply for our clients. So, I would like to say, 'Thank You' to them," said Mr. FitzGerald.
Mr. FitzGerald and his wife, Laura, live in Shreveport, Louisiana with their children, Miles, Mary, and Conner. He enjoys cycling and raising horses and is very active in his community. Mr. FitzGerald has served on numerous local YMCA committees; was a member of the governor appointed Council For Public Law 99457, better known as The Infants and Toddlers Act, where the focus was on children with disabilities; and was Co-Chairman of that Council. He is also on the Board of Directors for Paxton's Youth Boxing Gym and helps put on the Joe Ferguson Football Camp, a free football camp for the area youth. Mr. FitzGerald and his wife are members of St. George's Orthodox Church.
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. New York Life has the highest possible financial strength ratings from all four of the major credit rating agencies. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments* 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. Visit New York Life's Web site at www.newyorklife.com for more information.
*New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.
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