At [DBA Name], [I/we] sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s one of the reasons [I/we] created this firm back in [year]. After [#years] years working for someone else, [I/we] wanted the opportunity to control [my/our] own destiny, and to do what [I/we] thought was in the best interest of [my/our] clients.

You can take comfort in the fact that [I/we] have been a part of this community for [#years] years, and therefore have a vested interest in seeing [my/our] friends and neighbors succeed. In fact, [I/we] probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.

Depending on your needs, I can introduce you to some ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. If you're wondering about my qualifications, you might find it reassuring to know that I am a licensed agent to sell insurance through New York Life Insurance Company. In addition to my [#years] of experience, I [hold a BA, MA, MBA, etc.] from [University/College] and have participated in New York Life's well-known training program, NYLIC University, and have been [named/awarded] [list NYL Council qualifications1 (indicate Council levels and year(s) qualified), MDRT membership2 (indicate year(s) qualified) or other accolades].

Of course, my background isn't really the one that matters. To be the best possible agent, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their expertise and experience to work for you, please let me know.