New York Life

 

Michael A. Rudolph, CLU, LTCP

As a Financial Advisor with Eagle Strategies LLC and an Agent of New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.


I joined New York Life in September of 1982 after graduating from Miami University with a degree in Business Management. In my 40-year career in the insurance and financial services industry, I have served in the roles of agent, Training Supervisor, Sales Manager and Financial Adviser.

I am licensed to assist with Life Insurance, Investments, Annuities,  Wealth Management and currently hold the Chartered Life Underwriter® designation from the American College of Financial Services, and Certified Life Long Term Care Professional (LTCP) designation. My wife Pate joined the agency in November 2018 after leaving Miami University. Pate serves as the agency Office Manager and is a Licensed Service Assistant with New York Life.

I am a 2023 Life and Qualifying Member of the Million Dollar Round Table (MDRT)*, a New York Life Senior NYLIC, a 2023 member of the Executive’s Council**, and a Lifetime Member of the New York Life Councils. I am a 39-year member of the National Association of Insurance and Financial Advisors (NAIFA) and currently serve as a member of the 2022 New York Life Agents Advisory Council.

My goal is to serve clients with the utmost care, compassion and quality service while providing common sense planning using all the most up-to-date and professional tools available through my professional association with New York Life, NYLIFE Securities LLC and Eagle Strategies LLC.

My wife Pate and I, along with our 2 adult children Matthew and Amanda are very involved in our community and are happy to call Oxford, Ohio our home.

*The Million Dollar Round Table (MDRT). The Premier Association of Financial Professionals is recognized globally as the standard of excellence for the life insurance sales performance in the insurances and financial services industry. ** Council is an annual company recognition program based on agent production from July 1-June 30

Neither New York Life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

 

 

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Membership Level: Business Partner 1-15 Employees

Categories: Financial & Investment ServicesInsurance

5995 Fairfield Rd. Ste. 1
Oxford, Ohio 45056 United States

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(513) 523-2335

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