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                            My Background

                          My Background

                          Uday Patel Headshot

                          Uday Patel

                          As a New York Life Agent, 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 2021. After 20 years working as a business enterpreneur, 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 in the fact that I have been a proud resident of the WAKE/APEX/SADDLEBRROK [(HOA PRESIDENT)] community for 2 years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father of 18YEARS/1child, I have many of the same hopes and aspirations as my clients and am happy to share with you 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 20YEARS of experience, I hold a BACHELOR IN PHARMACY from R.C.PATEL COLLEGE OF PHARMACY, SHIRPUR, INDIA and have participated in New York Life's well-known training program, NYLIC University, and have been Named Agent of the month April 2022.

                          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 let me know. I LOVE TO CARE FOR PEOPLE AND HELP PEOPLE ANYWHERE AND EVERYWHERE NEEDED WITHOUT ANY INTENTION AND TRUE HEART.

                          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.

                          1 Awarded by New York Life Insurance Company for outstanding sales achievements.
                          2 Million 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.
                          NC lic. #20061780, GA lic. #3481723, NJ lic. #3001685231

                          Disclosure

                          Uday Patel 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 FL, GA, MD, NC, and OH. No insurance business may be conducted outside the 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.​

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                          • About Us
                            • My Background
                              • Making a Difference
                              • Products & Services
                                • Products
                                  • Our Services
                                    • Serving the South Asian Community
                                      • Tax Free Income with Whole Life
                                        • When it Comes to Buying Term
                                          • Sample Rates
                                          • Resources
                                            • Calculators
                                              • Articles
                                                • Tax Resources
                                                  • Videos
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