Portfolio Archive: New York Life Stories

What transforms a financial services company into a keeper of life's most meaningful moments? At New York Life, I uncovered and shared stories that went far beyond business metrics—from an agent donating her kidney to a stranger, to legacy-building across generations. These narratives revealed how insurance professionals don't just protect assets, they become trusted witnesses to their clients' most profound acts of love, sacrifice, and care.

The Gift of Life: Beyond Business

Profile | July 2023

What began as a routine interview about charitable giving evolved into an extraordinary story of selflessness. When I sat down with Cindi Fox, CLU, CLF, LUTCF, President Council from the Milwaukee Office, I discovered she had recently donated a kidney to a complete stranger. My challenge was to capture not just the act itself, but the spirit of giving that made such a gesture feel "completely on brand" for her, as her colleagues noted.

"I gave somebody the gift of quality of life"

Heritage in Business: A Shared Story

Heritage | May 2023

During Asian Pacific American Heritage Month, my interview with Sachin Patel revealed unexpected common ground. We discovered we shared the same prototypical Asian American childhood of learning the family business—his being life insurance. This personal connection allowed me to delve deeper into how cultural heritage shapes business relationships.

"Treat your clients like family. Build a natural rapport—the long game, which is what the life insurance space is"

Legacy and Leadership: The Supreme Study Group

Leadership | July 2023

This story required careful attention to both historical context and contemporary impact. The Supreme Study Group, named after a historic Black-owned insurance company, represents more than just professional success—it embodies a legacy of breaking barriers and building community.