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                                    My Background

                                  My Background

                                  Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Y.K. Insurance & Financial Services has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.

                                  About Yogesh O. Khatri

                                  Yogesh was born in Nairobi, Kenya. He comes from a very large family. He attended the University of Wisconsin - Milwaukee and graduated with a Bachelors Degree in Business Administration in 1988. Yogesh also earned an Masters Degree in Business Administration in 1990 with empasis in Financial Analysis.

                                  Yogesh joined New York Life as an agent in November of 1990. Since then, he has worked hard to network with people and several organizations to develop a client niche. To serve his clients better, Yogesh has made a habit of working with New York Life's network of professionals to provide the best possible solutions.

                                  Yogesh's style of business is unique. He loves working with Professionals, especially Physicians, Accountants, Attorneys, Engineers, and Business Owners. He works with each client to identify their needs and budget. Having worked in many ethnic markets, his experience ranges from Key Person Insurance to Estate Planning.

                                  Yogesh has qualified and received several sales awards during the tenure with New York Life. He strives for the best for all his clients. He has been featured in several magazines, talks about various subjects related to Insurance and Estate Planning needs at different seminars. Yogesh has helped several new agents with guidance and mentorship.

                                  Disclosure

                                  Yogesh Khatri is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0B61892), DC, FL, GA, IL, IN, MI, NC, NJ, NY, PA, TN, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

                                  As a New York Life Agent, Yogesh Khatri is licensed and authorized to offer insurance in California, but Y. K. INSURANCE & FINANCIAL SERVICES may not be. For additional information on California licensure status, please click here.

                                  Yogesh Khatri is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 135 S 84th St Ste 400, Milwaukee, WI, 53214, 414-467-3032. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, IN, MS, NC, NJ, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

                                  Yogesh Khatri is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, GA, IL, IN, MS, NC, NJ, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

                                  Y. K. INSURANCE & FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                  Neither Y. K. INSURANCE & FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                  For more information about NYLIFE Securities LLC and its investment professionals.

                                  Click here
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                                  • About Us
                                    • My Background
                                      • Investment Advisory Services
                                      • Financial Solutions
                                        • Products
                                          • Our Services
                                            • Business Solutions
                                              • Advanced Planning Resources
                                              • Resources
                                                • Life Stages
                                                  • Calculators
                                                    • Articles
                                                      • Videos
                                                        • Tax Resources
                                                        • Account Access
                                                          • NYL Online Account
                                                            • NYLIFE Securities
                                                              • MainStay Mutual Funds
                                                                • Eagle Strategies
                                                                  • Envestnet Client Portal
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