Sometimes an agent can foster family growth as well as financial growth.
New York Life Policy owners Dan and Courtney Miani have two biological children, but they always wanted to adopt children from another country to complete their family.
They knew it would be expensive, so they called Kathy Mortiz their New York Life Insurance agent. She helped them to determine that yes, thanks to the sound planning and life insurance policies they had purchased with Moritz guidance, the Mianis could afford to adopt—not just one child, but two special-needs boys from China.
Moritz, now managing partner of the Greater Detroit Office of New York Life, has become more than an agent to Dan and Courtney; she has become a friend.
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