Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.

It’s important to:

  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.

  • Educate your agent. Don't expect us to be a mind reader. We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

Disclosure

Dale Lazzarone (CA INS LIC  # O705421) is an agent licensed to sell insurance through New York Life along with various other independent unaffiliated insurance companies in the states of CA & NV. No insurance business may be conducted outside these states.

Dale Lazzarone is a Registered Representative offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC a Licensed Insurance Agency, 3716 lakeside DR., Suite 200, Reno, NV 89509, (775) 673-4456 in the states of CA & NV.

Romeo Lazzarone (CA INS LIC  # 0D92812) is also an agent licensed to sell insurance through New York Life along with various other independent unaffiliated insurance companies in the states of AZ, CA, NV, TX, & WA. No insurance business may be conducted outside these states.

¹Romeo Lazzarone is a Registered Representative offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC a Licensed Insurance Agency, 3716 lakeside DR., Suite 200, Reno, NV 89509, (775) 673-4456 in the states of AZ, CA & NV.

Neither New York Life Insurance Company, NYLIFE Securities LLC, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions

The Lazzarone Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

NYLIFE Securities LLC is a New York Life Company.

¹Dale & Romeo Lazzarone are licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.