Want to learn how to build a strong financial foundation? During our free seminar, “Blueprint for financial success,” we will explore the basics of building fin ancial security,includi ng managing debt, growing savings, and safeguarding against risk and unexpectedevents. All participants will receive a complimentary workbook.
Date: April 28, 2018
Time: 9:00AM – 11:00AM
Matthew Munet, Agent
CA Insurance License #0K84816
Location:
Glenbrook Clubhouse
1821 Greenbriar Lane, Brea, CA 92821
RSVP: (714)529-8002 or Nancy Foxhall
New York Life Insurance Company
801 N. Brand Blvd
Penthouse Suite
Glendale, CA 91203
mmunet@ft.newyorklife.com
This seminar and insurance sales presentation is for informational purposes only. Neither New York Life nor its affiliates or their professionals
provide, tax, legal, or accounting advice. Please consult your own professionals for advice specific to your circumstances. Attendees are not
required to purchase any products or services.
AR06438.092017 SMRU1670777 (Exp.09.01.2019)
James Burmane Biography
Born and raised in the Chicago area, James began his career with New York Life in April of 2007 in the San Diego General Office.
After becoming an Executive Council Agent, James was promoted to the position of Development Manager in 2009 and began his DM Car eer inthe South Texas General Office. He spent four years training and developing Agents between locations in Corpus Christi, McAllen, andLaredo. In 2013, James returned to Southern California when he was offered the position of Senior Development Manager in the Orange Coast General Office.
In March 2016, James accepted the position of Senior Development Manager in the Greater Pasadena General Office, where he trains and assists Agents in providing Client solutions in theareas of Insurance Planning, Retirement Planning, Asset Allocation, Income Tax Efficiency and Legacy Planning.
James has his Bachelor’s Degree in Business Administration and Finance; and has his Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant and
Retirement Income Certified Professional designations.