New York Life

Matthew and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+). (Source: Individual independent rating agency commentary as of 7/27/17.)


Agents Advisory Council

Matthew is a former member of the Agents Advisory Council of New York Life Insurance Company, and served during the 2015 term. The AAC is a group of 24 New York Life agents that have obtained a certain level of success called Council level. AAC members are elected by thousands of fellow New York Life Council-level agents. The AAC meets two times a year to discuss with the company’s management any issues that they are presented with.

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Million Dollar Round Table (MDRT)*

Al is a Qualifying Member of the Million Dollar Round Table (MDRT). Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence for life insurance sales performance in the life insurance and financial services business.

Information Source: MDRT Website

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National Association of Insurance and Financial Advisors (NAIFA)

Al is a member of of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Information Source: NAIFA Website


Columbus Estate Planning Council

Matthew is a member of the Columbus Estate Planning Council. The council is comprised of attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, as well as allied professionals. They educate one another on the various aspects of comprehensive estate planning, and believe that the team approach to estate planning best services their clients and their families.


New York Life is an Executive Partner of the Medical Group Management Association (MGMA), the largest association for medical practice executives in the United States. Through executive benefits and other offerings, New York Life helps medical practices succeed and better recruit and retain physicians, nonphysician providers, and medical practice administrators and executives.

Location & Contact

547 S. James Street
Dover, OH 44622
Phone: (614) 227-7090