My Background

Shari Sitzmann, CLTC LUTCF  

I'm authorized to offer products from New York Life to AARP members.


Shari Sitzmann

As a New York Life Agent, I sincerely believe that most people want to do what's right: right for themselves, and what's right for their families.  In fact, that's one of the reasons I joined the company back in 2007. After 15 years of working in various fields related to personal  finance, I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

You can take comfort knowing that I have been a resident of the LeMars area and Siouxland for over 30 years, and therefore have a vested interest in seeing my friends and neighbors succeed.  As a wife, mother, and a community volunteer, I have many of the same hopes and aspirations as my clients and am happy to share with my family and friends all the resources and information New York Life 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 30 years of financial services experience, I have participated in New York Life's well-known training program, NYLIC University, and have gone through extensive training for my CLTC (Certified, Long Term Care) designation.  My personal loss of my step father because of Alzheimers has given me a passion to ensure that everyone discuss the "elephant in the room" -- who will take care of me as I age and how will I pay for that care.  

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 reach out to me.  My contact information is on this page.  

Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.