My Background

Sumathy (Sumi) Sugantharaj  MBA, LUTCF

 

As a New York Life Agent, 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 2007. After 24 years of working as an accountant at Nonprofit, hospitality and banking industry, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me do right by them.

You can take comfort in the fact that I have been a proud resident of the Richmond county Staten Island, New York community for 37 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving mother of two children I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family's lifestyle or prepare for major financial events such as paying for college, 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 have been with New York Life for 12 years in addition to my twenty four years of finance experience, I hold a Bsc in Accounting from City University of New York and earned MBA. Graduate of New York Life's award-winning training program, NYLIC University, and have been awarded New York Life's Executive Council* 2009 to 2019 and qualified MDRT memberships** (2017 tll 2019).

Of course, my background isn't really the one that matters. To be the best valuable agent, I've found that servicing my clients – their hopes, dreams and goals for the future – is the most important task on a remarkable life journey . So if you're looking for someone that's ready to put their expertise and experience to work for you, count on my work ethics as a trusted adviser. ssuganthara@nyl.com


*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.

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 professionals before making any decisions.

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