Katie Lee Dorricott, a licensed agent of New York
Life Insurance Company, can help you with so much more than life insurance.
She has the expertise, enthusiasm, and financial acumen to be your go-to
resource for a multitude of insurance and financial needs.
Whether you
want to plan for retirement, save for your children’s college tuition, or
figure out unexpected home or medical expenses, Katie is here to help. She
takes the time to listen to her clients and understand their needs and goals.
She also explains topics that can seem complex to lay people in a clear,
concise manner, providing open and candid communication every step of the
way.
While New York Life’s flagship product is
life insurance, Katie can help you with so much more. “Our approach is
holistic. We can help with everything from estate planning to long-term care
insurance to wealth management and more,” Katie says.
What really lights her up is when she can
spark “a-ha” moments for people. For example, parents often don’t realize all
the different ways they could save money for their children. They could put
money into a savings account for their kids — or they could pay premiums on
whole-life insurance policies. If they take the first route, Katie says it
could take hundreds of years to save up the amount the policies guarantee.
And if parents take advantage of dividend options and factor in the interest
added to the cash value account every year, that amount could grow nearly
fivefold.
“Deferred
annuities and life insurance are great options for children, but many people
don’t know this,” Katie says. “I’m on a mission to make sure people know
what’s possible. My goal is to educate them and help them cover their bases
financially.”
She wants to bust other common myths,
including thinking that annuities are only for retirees. The truth is that
annuities can be part of your financial picture in your working years and
into retirement. If you’re a business owner, you can even insure your
business and finance your premiums.
“The most rewarding part of what I do,” Katie
says, “is hearing someone say, ‘Really? That’s possible? I didn’t know that!’
People don’t realize the power they have. With every dollar they earn, they
can do something to protect it.”
A
10th-Generation Texan Helping Texans
In her free time, Katie and her husband stay
busy with their two young children. They love spending time in nature and
visiting the animals at local pet shops. Katie also enjoys history and
discovered through her ancestral research that she is a 10th-generation
Texan.
“My family came to Rockwall in 1868. I know
Texans, and I want to empower them,” she says. “I’m inquisitive and curious,
and I can offer a new approach. I want to give people a level of certainty to
help them feel freer.”
Reach out to
Katie today and let her customize a plan for your needsand
goals.
12201 Merit
Drive, Suite 1000
Dallas, Texas 75251
(281) 513-6356
