My Background

Jeremy Robicheaux

 

As a Financial Advisor with Eagle Strategies LLC, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 2011. After 5 years in the insurance and investment industry, I realized that I could build a practice that allowed me to partner with New York Life Insurance Company and its subsidiary, New York Life Insurance and Annuity Corporation. They have received the highest ratings currently awarded to any life insurer by all four major ratings agencies*  while building a unique practice that  focuses on my specific clients' goals.

Working with clients to build financial solutions is more than job for me, it’s my passion, dating all the way back to childhood. My parents are true success stories, and an integral part of shaping my views on finances and financial planning.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events like college planning and saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed to sell insurance through the New York Life Insurance Company as well as numerous independent unaffiliated insurance providers. In addition to my industy experience, I hold a BA from LSU and am a graduate of New York Life's award-winning training program, NYLIC University, and have been a member of New York Life's executive council.

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. We help clients attain their goals while avoiding the five items that many professionals consider pitfalls (Outliving an asset base; being financially affected by an untimely event or catastrophe; exposing assets from business risk bankruptcy and litigation; improperly allocating assets according to timetable and risk tolerance; and losing assets due taxes) that derail financial planning processes.So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

*Moody’s:  Aaa, A.M. Best: A++, Standard & Poor’s:  AA+, Fitch:  AAA Source: Individual Third Party Rating Reports (as of 8/1/13).

The financial strength and ratings do not apply to any investment products because they are subject to market risks and will fluctuate in value.

 

 

 

Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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