Jean Deliso Joins Select Group Helping AARP Members Secure Their Futures
AGAWAM — Jean M. Deliso, CFP, from the CT Valley General Office of New York Life, recently joined a select group of agents who are authorized to offer AARP members a range of financial solutions through AARP life insurance, annuity and long-term care options from New York Life. To become part of this group of agents, Deliso followed a certification process established by New York Life, which includes extensive training on products and regulations, education on evaluating client needs, state licensing and a commitment to service.
AARP Services, AARP’s for-profit subsidiary, provides quality control over the certification process and training.
Deliso, is president/owner of Deliso Financial and Insurance Services, a firm focusing in comprehensive planning designed to help position clients for a solid financial future. Her extensive experience in several areas has helped lead to a reputation for certain specializations, such as assisting people in planning for their financial future, particularly in preparation for retirement as well as in times of transition such as divorce or widowhood.
After graduating from Bentley University, Deliso spent seven years in the public accounting profession before transitioning to Financial Services in which she has been working for more than 20 years.
New York Life has been offering AARP-branded products to AARP members since 1994. Since then, the relationship has grown to include a portfolio of annuity products (added in 2006) and now most recently long-term care options in [2016].
