My Background

Joan Burt, MBA

 

I care about people. I've been working with individuals and companies for years helping people plan and protect their futures. I ended 2014 #1 in Northern California for New York Life in Long Term Care sales, an area most know little about.

I am committed to finding solutions with your best interest in mind. I am also Authorized to Offer products to AARP members through New York Life.

After 30 years working in the strategic planning and marketing field in the health care industry, it has been a natural fit to help others take care of their future needs while adding depth to their financial security as an agent for New York Life.

My passion for helping others extends beyond the career with a long history of community involvement, serving in various administrative roles and boards for schools, libraries, and within my Faith.

Currently, I serve those in less fortunate areas, to empower children, youth, and adults to create better futures for themselves and the world around them.

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