Insurance & Financial Services

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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 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 outstanding 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. Phone 414-778-7311 Cell 414-467-3032 Toll Free 1-877-YOGESH-NYL Please use the contact us button to e-mail us.

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