ELIZABETH DIPP METZGER AS A MEMBER OF THE ADMINISTRATIVE BOARD OF THE NEW YORK LIFE INSURANCE COMPANY
EL PASO, TX, USA, July 22, 2021 /EINPresswire.com/ – Elizabeth “Lizzie” Dipp Metzger, CFP®, AEP®, has been appointed to the Advisory Board of New York Life Insurance Company 2021. The Advisory Board of Directors (ABD) consists of the current Council President and former Council Presidents who are currently qualifying for New York Life’s prestigious Chairman’s Council. Members of this elite group are among the most successful and professional agents in New York Life and in the industry.
The ABD meets twice a year with top management in the New York Life Home Office to find out about the state of the company and its strategic direction, as well as to provide input on products and services that are under development. The group provides invaluable vendor-based insights from their own experience of successful practices, as well as from their own interactions across the financial services industry. Special Task Forces are also established from time to time to address specific challenges and opportunities identified through dialogue between ABD members and Home Office executives. Given the high-end markets that ABD agents work with and the intricacies of their practices, popular topics to be discussed may include updates on advanced market products and services, major case underwriting challenges and unique risks and usage opportunities Today’s technology to assist in support include operational accounting.
Elizabeth Dipp Metzger is the founder and president of Crown Wealth Strategies, a comprehensive El Paso, TX wealth strategy firm serving clients across the country. As a financial advisor, Lizzie offers her clients an integrated retirement and insurance strategy designed to maximize value over the course of their lives. Her primary focus is working with doctors, professionals and entrepreneurs in the affluent marketplace and she prides itself on offering holistic strategies for retirement, college financing, business planning and wealth creation. Elizabeth Dipp Metzger is a financial advisor who provides investment advisory services through Eagle Strategies LLC, a registered investment advisor. Crown Wealth Strategies is independently owned and operated by Eagle Strategies LLC and its affiliates.
Elizabeth M. Metzger
Crown Wealth Strategies
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July 22, 2021, 16:00 GMT
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