Kevin Klein, Associate Partner with New York Life

Kevin Klein, Associate Partner with New York Life I Hire, Train, and Develop Sales Professionals and Help Them Positively Impact the Lives of Others. How will I be trained? How will I be compensated?

In considering any career change, many questions may arise, such as: What will be my
responsibilities? The answers to these
questions depend on many factors. When you sell insurance or financial services, you're not
merely selling products, you're developing relationships. Your relationship with your
customers, as well as the trust they place both in you and in the products you offer, are
cri

tical components to your ultimate success. You'll also make a vital contribution to your
community, and when you see the difference that can make, it's more fulfilling than you
might imagine. Agents with the Dallas Office provide very intimate services in the insurance and financial
services marketplace. They meet with and know their clients on a personal level. The
responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing
analysis of situations and, ultimately, presenting solutions that help meet objectives. If you are interested in becoming a financial services professional, please contact me at:
[email protected] or
(469) 616-1996

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender
Identity/Sexual Orientation

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

03/01/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

02/22/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversificati...
02/18/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://bit.ly/4rs3rQG

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can...
02/16/2026

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem—unless you’ve planned ahead to build flexibility into your plan. Want to talk about how we do it? Get in touch.https://bit.ly/40jnGDX

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

02/15/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million dependi...
02/12/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

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Midlothian, TX

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