Craig L. Nelson, Licensed Agent with New York Life Insurance Company

Craig L. Nelson, Licensed Agent with New York Life Insurance Company Agent licensed to sell insurance through New York Life Insurance Company Sometimes life has cruel ways of reminding you about the importance of planning ahead.

My mother and stepfather passed away within six months of each other. I thought about how I wanted my family to feel when I was gone. I wanted them to feel like everything was taken care of, and all they had to do was grieve in peace. I’m Craig Nelson, and I’m working to help professionals plan ahead for their family’s sake. When I researched insurance policies for myself, I realized why so many p

eople don’t get covered:
· It’s too difficult to find the best policy.
· Their policies are not flexible according to their needs.
· There’s not enough transparency on how it benefits them. My approach aims to eliminate all these issues and put the client first. One of our clients recently got Life Insurance after putting it off for a long time. Three months after he signed the paperwork, he was diagnosed with cancer. His first phone call wasn’t to his wife or his kids – it was to his insurance agent. And when he got off the phone, he knew he’d be all right financially. This is what I want for my clients: to know that financially, their families will be provided for no matter what life brings. The feeling of being able to tell someone, “Don’t worry about the expenses, we’ll take care of it,” makes all my hard work worth it. Ready to get covered and plan ahead for your family? Book a call with me today! Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.

1731 Technology Drive Suite 400
San Jose, CA 95110

My California Insurance Lic. # 4077757
My Arizona Insurance Lic. # 19676065

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Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

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Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutions can help give you a competitive advantage.

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With the right guidance, life insurance can be a simple and efficient way to transfer wealth from one generation to the next. Matt Pate of the Nautilus Group, a service dedicated to supporting New York Life’s premier agents and clients, explains more.

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