skip to main content
Main Menu
Helen   Song
  • About Us
    • Commitment
      • My Background
      • Products & Services
        • Products
          • Our Services
          • Resources
            • Articles
              • Calculators
                My Background
              Helen Song

              My Background

              Helen Song, CLU, CLTC, LUTCF

              Education:

              • 1990 Beijing University, English language and Literature

              • 1996 Santa Clara University, Finance

              Experience:

              • Joined New York Life in 1998

              • New York Life Council Agent since 1999^

              • Million Dollar Round Table Life member

              • Chartered Life Underwriter (CLU) Designation

              • Certified in Long-Term Care (CLTC) Designation

              • Life Underwriter Training Council Fellow (LUTCF) Designation

              • Financial Advisor of Eagle Strategies LLC

              • Member of National Association of Insurance and Financial Advisors

              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. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.

              ^New York Life sales production status

              Disclosure

              Helen Song is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0C11934), MA, NV, NY, OH, TX, and WA. No insurance business may be conducted outside the states referenced.

              Helen Song is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 25 Metro Dr Ste 300, San Jose, CA, 95110, 408-452-6134. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, NV, NY, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

              Helen Song is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, NV, NY, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

              Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

              For more information about NYLIFE Securities LLC and its investment professionals.

              Click here
              Helen   Song

              Connect on Social

              Linkedin
              • About Us
                • Commitment
                  • My Background
                  • Products & Services
                    • Products
                      • Our Services
                      • Resources
                        • Articles
                          • Calculators
                          • Contact Us

                            Copyright . New York Life Insurance Company. All Rights Reserved.

                            Privacy Policy

                            NYLIFE Securities LLC, Member FINRA/SIPC.

                            For additional information, visit Customer Relationship Summary.pdf

                            Your Privacy Choices