About Erick Barone

Erick has been an Agent with New York Life Insurance Company for eight years. Areas of specialization are asset protection, life insurance planning, retirement planning, and estate planning.  Erick helps create, preserve, and distribute wealth for his clients. He starts by learning what is most important to his clients, working together to set goals and determine a path to accomplish them. He works with individuals, as well as business owners, helping them to reach their financial goals. " I have extensive experience helping families fund special needs trusts, to make sure their loved ones with special needs will be financially taken care of for the rest of their lives. "

Erick is proud to work for New York Life because it has conducted its business around the central values of financial strength, integrity and humanity.  As a mutual company with an accomplished 168+ year history, it is owned solely by its policy owners.  New York Life has a history notable for financial strength.

The Nautilus Group**

Member Agent
since 

Erick is a Member Agent of The Nautilus Group® that works with affluent individuals, families, professional athletes, and business owners on business, estate and charitable planning objectives.**   He provides his clients with state-of-the-art planning strategies and customized case analyses designed to enable clients to meet their goals, challenges, opportunities, and of course, dreams. After achieving a thorough understanding of a client’s particular issues, Erick utilizes his resources at The Nautilus Group® and his many other national resources to begin to:

  • Examine legal documents.
  • Present and project client’s current situation.
  • Quantify planning alternatives.
  • Provide clarity to financial situations.
  • Suggest alternative strategies that may get the client closer to their goals.
  • Research and assess current legal issues.
  • Provide product suggestions as needed.
  • Review business succession, exit planning, and executive benefits.

The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

 

MDRT Member

Million Dollar Round Table*

January 2015, January 2017

Erick qualified for the Million Dollar Round Table (MDRT) for the first time in December 2014. Founded in 1927, MDRT, the Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world's leading life insurance and financial services professionals from more than 470 companies in 71 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

 

Executive Council Agent

New York Life

July 2016

 

For the sixth consecutive year, Erick has reached Executive Council with New York Life.

 

 

Big Brothers Big Sisters of the Triangle

Planned Giving Program

since November 2015

 

Big Brothers Big Sisters of the Triangle invited Erick to help create a planned giving program for their board members as well as for their key donors.  Working alongside an estate planning attorney and an Associate Vice President of Investment, the three professionals help Big Brothers Big Sisters leverage the donations received and create an endowment fund to help future generations.

 

 

Other causes important to Erick

  • Animal Welfare
  • Children
  • Education
  • Environment
  • Human Rights
  • Social Services

Erick is a 2008 graduate of Southern Connecticut State University with a Bachelor of Science degree.  He is on the Planned Giving Board of Big Brothers, Big Sisters and has worked with them since 2015.   He and his father have established Barone Financial Group, and together they bring over 45 years experience and knowledge of New York Life Insurance Company to the table for the benefit of their clients. Clients not only reap the rewards of this experience and history with the company, but can look forward to continuity in meeting their needs going forward.

*MDRT is widely recognized as the standard of excellence in life insurance sales perforamance.

**The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its Member Agents, nor its affiliates, provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals.

Note: Erick is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies. Additionally, he is a Registered Representative and offers securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency.  Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.  Erick is not licensed in all jurisdictions.

 

     

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