Our Consultants

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Matthew P. Pisera, CFP®, CLU®, RICP®, CLTC

Consultant

Matthew began his career with New York Life in the summer of 2013 as an agent in the Westchester General Office. During that time Matt worked primarily with a mature demographic and focused on implementing sound retirement protection, accumulation, and distribution plans. After attending the Executive Council Meeting in Nashville, TN, Matt joined the Sales Desk as an Internal Product Consultant for the Long-Term Care Options Team. Most recently, has taken on the role of Long-Term Care Product Consultant in the West Central Zone.

Matt believes the Long-Term Care industry is one that is underserved and creates a tremendous opportunity for agents to generate additional income while helping their clients protect retirement income and assets. His experience as an agent, knowledge of New York Life’s LTC Options suite, and understanding of the competitive landscape allows him to help agents effectively implement LTC Solutions into their practice. Matt works with agents to identify existing opportunities within their client base as well as develop marketing and selling systems that enable them convert prospects to new clients.

Education

  • Bachelor of Business Administration, James Madison Univ.

Professional Experience

  • External Product Consultant, LTC, New York Life 2017-Present
  • Internal Product Consultant, LTC, New York Life 2015-2017
  • Registered Representative, New York Life 2013-2015

Designations and Licenses

  • Series 7, April 2014
  • Series 63 November 2013
  • Series 66, October 2016
  • Series 6, November 2013
  • NY State Life Accident, & Health with Variable Line, August 2013

Awards and Recognition

  • National Sales Desk Wholesaler of the Year, 2016
  • LTC Internal Wholesaler of the Year, 2016
  • LTC Internal Wholesaler of the Quarter, Q4 2016, Q3 2016, Q2 2016
  • NYL Executive Council, June 2015

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