My Background

Kara E. Tavernier, 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 2006.  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 to do right by them.

You can take comfort in the fact that I have been a proud member of the Rhode Island and Southern Massachusetts community my entire life, and therefore have a vested interest in seeing my friends and neighbors succeed.  As a loving wife and mother of a 9 year old boy with a baby girl on the way, I have many of the same hopes and aspirations my clients have 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 ways to help protect your family's lifestyle and future; 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 am a licensed agent to sell insurance and investments through New York Life Insurance Company and NYLife Securities.  In addition to my 14 years of experience, I hold my Series 7, 6, 63 registrations and LUTCF from The American College as well as participated in New York Life's well-known training program, NYLIC University for agents and managers.  I have been awarded Executive Council in 2007, 2008, 2009 and 2019*.   My career with New York Life allowed me the opportunity to lead as a Partner from April 2010- January 2019.  My 9 years of management experience and training equipped me with the strength and knowledge to better serve my community and I'm excited to continue to do so.   

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 first 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.

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

*Awarded by New York Life Insurance Company for outstanding sales achievements.
 
 
 
 
 

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