skip to main content
Main Menu
New York Life Insurance
  • About Us
    • My Background
    • Products & Services
      • Products
        • Our Services
        • Resources
          • Calculators
            • Articles
              • Tax Resources
                • Life Stages
                  • Videos
                  • Account Access
                    • NYL Online Account
                      • NYLIFE Securities
                        • MainStay Mutual Funds
                          • AARP Life Insurance from NYL
                            My Background
                          Shari Sitzmann Headshot

                          My Background

                          Shari Sitzmann, RICP®, CLTC
                          I'm authorized to offer products from New York Life to AARP members.
                           

                          Shari Sitzmann
                          As a New York Life Agent since 2007 and in the financial professional arena for over 30 years, I am honored each and every time to work with my clients.  I love helping middle-class Americans,  like myself,  understand their financial paths without having to pay high fees for my expertise. 

                          Born and raised in the Midwest,  I have been a resident of the LeMars area over 30 years.  I have a vested interest in seeing my friends, family,  and neighbors succeed.

                          I have expanded my expertise throught extensive studies and am proud to have earned my RICP® designation -- Retirement Income Certified Professional from The American College of Financial Services.  Retirement Income Planning is a path that I have an extreme passion for,  as many of my family and friends are retiring and seek guidance to understand that it's not just about having a pile of money.  Retirement is a complex and complicated new chapter in your life --  and requires your own personal financial expert.  I'm happy to provide valuable expertise to my clients without cost.  Wouldn't it be nice to have someone with knowledge and expertise to help guide you on your financial path?

                          An important component to anyone's financial journey is the discussion of extended care as we age.  I have further expanded my expertise with my CLTC (Certified, Long Term Care) designation.  My personal loss of my step father due to  Alzheimers has given me a distinct desire 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.  This journey with our parents, siblings, friends, other family members is not one to go alone.  Having that trusted financial professional who understands this path first hand is a benefit for my clients.

                          Let's Talk!  712.548.4007.

                          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.

                          Disclosure

                          Sharon Sitzmann is an agent of and 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, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, and WA. No insurance business may be conducted outside the states referenced.

                          Sharon Sitzmann 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, 801 E Valley Dr # S, Le Mars, IA, 51031, 712-548-4007. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, FL, IA, IL, MN, MO, NE, SD, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                          Neither New York Life Insurance Company nor its agents or affiliates provide 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
                          New York Life Insurance

                          Connect on Social

                          Linkedin
                          • About Us
                            • My Background
                            • Products & Services
                              • Products
                                • Our Services
                                • Resources
                                  • Calculators
                                    • Articles
                                      • Tax Resources
                                        • Life Stages
                                          • Videos
                                          • Account Access
                                            • NYL Online Account
                                              • NYLIFE Securities
                                                • MainStay Mutual Funds
                                                  • AARP Life Insurance from NYL
                                                  • Contact Us

                                                    Copyright . New York Life Insurance Company. All Rights Reserved.

                                                    Privacy Policy

                                                    NYLIFE Securities LLC, Member FINRA/SIPC.

                                                    For additional information, visit Customer Relationship Summary.pdf

                                                    Your Privacy Choices