My Background

Robert "Andrew" Reid joined the family business at New York Life as an agent in March 2008. From these early days, he has always been client-focused and goal-oriented. By spending time asking about peoples' families, about their goals and objectives, and by monitoring their progress over the years, Andrew has developed a loyal clientele. From basic insurance planning to complex estate and/or business succession planning, Andrew has helped his clients to minimize taxes, plan for the distribution of assets, and to ensure that family businesses are successfully handed off to the next generation. As his clients' needs have evolved, he now also spends time and energy helping his clients prepare for their retirement income; managing the health, longevity, investment, and tax1 risks that we all face as we get older.

In all of these aspects of his work, Andrew employs a strong ethical standard and a high degree of ingenuity; When considering recommendations, his perspective is thus..."Knowing what I know, what would I do were I in your shoes?"

In his profession, Andrew is a Member of the Million Dollar Round Table2 in 2019 and 2020, as well as a member of New York Life's Executive Council3 in 2018, 2019, 2020 and 2021.

A University of North Alabama graduate in 2007, Andrew was a 4-year letterman on UNA's football team and was selected All Gulf South Conference in 2006. Andrew is married to Kacy, and they have 2 daughters: Maggie and Mary Caroline. They reside in Homewood, AL. When he's not working, Andrew loves golf, hunting, bow fishing, cooking, Marvel movies, and watching 'the trenches' of college and NFL football.

 

1Neither Reid Company, its staff, nor New York Life Insurance Company or its agents or affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

2The 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.

3Council is an annual company recognition program based on agent production from July 1-June 30.