Vail Valley Bizwatch: John Kirkutis of New York Life
July 20, 2010
Business name: New York Life .
Location: 0225 Main Street, Suite O-204, in the Opal Building in Riverwalk, Edwards.
Date opened: 2007.
Agent: John Kirkutis.
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What goods or services do you provide? I specialize in creating unique strategies for tax diversifying savings and retirement income.
What’s new or exciting at your place? New York Life features a full customizable strategy that is designed to generate larger and more profitable gains. We are excited to present our clients with a “Macro Asset Perspective” that illustrates tactics and concepts for a full financial plan. The plan allows our clients to fund their specific strategies for a set period of time – eight, 10 or 15 years.
What strategy do you use to differentiate your business from your competition? New York Life believes we can make our clients more money by saving taxes than they can by actually saving money. Income tax rates will most likely increase over the next five to 20 years. When people want to retire on their 401K, SEP or IRA, they will pay higher tax rates when they distribute the money to live, thus less income. We believe financial security comes down to planning around taxes and inflation.
What philosophy do you follow in dealing with your customers? By partnering with New York Life, our clients get unparalleled financial strength and service from a company that has been mutuality owned for more than 164 years.
“Mutuality” means we answer only to our policyowners, not stockholders. We strive every day to be here for Main Street, not Wall Street. We can help our clients create a tax-diversified retirement plan that meets their needs and goals, so regardless of the financial landscape, they can live the retirement lifestyle they have always envisioned.
What can your customers expect from you? Sound financial advice and great service that help our clients today and into retirement. We create options that our clients understand and embrace in our difficult economic times. New York Life has the highest ratings of all the major rating agencies and is a Fortune 100 company. We are proud to be America’s number one mutual – “The Company You Keep.”
Tell us a little about your background, education and experience: I moved here in 1991 and have spent my entire adult life in the Vail Valley. I have a degree in business canagement from Springfield College and have been in the mortgage and commercial banking industries since 1994. My knowledge of personal and business cash flow makes me more effective because I can create a strategy that fits a client’s current and future financial needs. I’m an avid skier, I love to golf and participate in most outdoor activities.