Meet Tim
Tim Collins is a native of Los Angeles and enjoys over a forty-year career as a New York Life Insurance Company agent.
Tim earned his CLU® (Chartered Life Underwriter) designation twenty years ago and continues to meet and exceed goals in his professional development. He achieved an appointment to the prestigious New York Life Executive Council* on several occasions and received numerous awards including membership in the Million Dollar Round Table**.
In Los Angeles, July 2007, Timothy J. Collins, CLU®, ChFC®, earned the Chartered Financial consultant (ChFC) professional designation from the American College, King of Prussia, PA.
Candidates for the ChFC® program focus in a complete financial strategy process as an organized way to collect and analyze information on a client's total financial situation. They can help identify and establish specific financial goals and then formulate, implement, and monitor an extensive strategy to achieve those goals. Individuals who earn a ChFC® provide recommendations on a broad range of financial topics including financial strategies, wealth, accumulation and estate planning, income taxation life, and health insurance, business taxation and planning, investment and retirement strategies.
As part of his ongoing effort to add value for his clients, Tim is certified to offer a unique educational approach to retirement planning called the Macro Asset Perspective®
Whatever stage of life you are in, whether you are working to grow your assets or your assets are working to provide your retirement income, you are likely to glean value from the principles, processes and strategies found in the Macro Asset Perspective®.
The Macro Asset Perspective® is a balanced approach to your personal accumulation and income. MAP combines time-tested principles of risk management with sensible strategies for long-term tax-reduction giving you the potential to increase your net spendable income in retirement.
While this process was originally developed for a physician's network on the West Coast and high-tech engineers in the Silicon Valley, it has been successfully adopted by people of all walks of life and taught at workshops for employees at a number of Fortune 500 companies.
Tim primarily sells to three target markets:
Business owners
Engineers
Architects
He has pursued this market throughout his career together with referrals from his brother's property and casualty business. Tim introduces prospective clients to a broad range of financial topics including retirement planning, estate conservation, and wealth accumulation.
* Council is an annual company recognition program based on agent production from July 1 - June 30.
** The Million Dollar Round Table (MDRT) The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.