My Background

As a Financial Adviser with Eagle Strategies LLC and Agent of New York Life Insurance Company, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. In fact, that's one of the reasons I joined the company back in 1972, specializing in estate planning and investments. 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.

I was born in Chicago and reside in Lake Forest, Illinois with my wife, Michele.

Depending on your needs, I can introduce you to some proven, dependable 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 and a Financial Adviser of Eagle Strategies LLC licensed to offer advisory services. In addition to my 42 years of experience, I received my Bachelor of Arts degree in economics from Northwestern University, am a CLU, ChFC, MSFS Candidate, Financial Adviser with Eagle Strategies, LLC, and member of the Nautilus Group. I'm also a Life and Qualifying Member of the Million Dollar Round Table, and Top of the Table.

Of course, my background isn't really the one that matters. To be the best possible financial professional, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important step. So if you're looking for someone who is ready to put their expertise and experience to work for you, please let me know.

 

Neither New York life Insurance Company, nor Eagle Strategies LLC, or any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 
1Awarded by New York Life Insurance Company for outstanding sales achievements.
 
2Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

Disclosure

George Costakis 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 AR (AR Insurance License #375464), AZ, CA (CA Insurance License #0D02232), CO, CT, FL, HI, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, and WI. No insurance business may be conducted outside the states referenced.

George Costakis 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, 1650 Lake Cook Rd Ste 500, Deerfield, IL, 60015, 847-317-8770. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, HI, IL, IN, KY, MI, MN, MT, NC, NJ, NY, OR, PA, SC, VT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

George Costakis 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, CO, FL, IL, IN, KY, MI, MN, MT, NC, NJ, NY, OR, PA, VT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

George Costakis is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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.