My Background

  LaTasha Wilson

 

Ms. Wilson is a dedicated New York Life agent and prides herself on offering optimal insurance and financial guidance best tailored to help each of her clients meet all of their financial goals.

Whether helping you decide which investment strategy is most appropriatefor your individual needs, which insurance policy is best for your family, or which retirement plan is safest for your future, Ms. Wilson is licensed, qualified, and motivated to suggest the options best designed to meet your particular objectives – even if those objectives have not been fully formulated just yet. Through a comprehensive data gathering process she defines as “the data dump,” Ms. Wilson will help you define your goals, fully understand the various options available, and serve as a neutral guide to determine the strategy best suited for you.

In 2014, Ms. Wilson earned membership in the Million Dollar Round Table (MDRT) 2 Achieving membership in MDRT is a distinguishing life insurance career milestone, attained only by those who have demonstrated superior professional knowledge, experience and client service.  MDRT membership represents the top life insurance and financial service professionals worldwide.  MDRT is an international, independent association of the world’s best life insurance and financial services professionals. Her commitment to her clients' financial success is unparalleled, and her recognition as one of the top financial professionals is a testament to her ability to serve her clients in the most beneficial and impactful manner.

Prior to joining New York Life, Ms. Wilson served as a consultant in the beauty industry for 20 years where she also demonstrated her unique ability to understand how to deliver a solution best suited for each client. Ms. Wilson developed a personal relationship with each of her clients – most of whom were successful business owners. Conversations often led to discussions about future planning and even retirement – an area that Ms. Wilson discovered a passion for and ultimately decided to focus on serving those who can most benefit in this area.

Ms. Wilson's California license number is 0H84812. She can be reached at (909) 528-0069 or email lywilson@ft.newyorklife.com

2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.