Gil Regev, LUTCF

Examiner
DISC Type : cs

Agent at New York Life Insurance Company

Waltham, Massachusetts, United States

Overview

Gil Regev is a Financial Services Professional with NYLIFE Securities LLC, specializing in college funding, retirement planning, and lifetime income strategies. He earned a Bachelor of Science from UMass Boston and holds the LUTCF designation. Colleagues and clients describe him as personable, creative, and a true life insurance professional.

Based on his social media, Gil is a family-oriented person who celebrates traditions like Hanukkah. His professional focus on long-term financial security for others suggests a deep commitment to helping families plan for and protect their futures, reflecting his personal values.

His recommendations highlight his ability to be prolific and creative while building strong, long-term client relationships.

Personality Overview

Tough To Convince

Status Quo Seeker

Overcautious

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Retirement Planning
Advises clients on lifetime income strategies and shares content about making informed decisions on Social Security benefits.
Insurance Strategies
Focuses on helping clients analyze their needs for life insurance, supplemental coverage, and managing costs for extended care.
Family Financial Security
His professional services and personal posts about family suggest that helping families achieve financial peace of mind is a core principle.

Media Appearances

Gil has no verified media appearances

Work History

5-2000
Agent at New York Life Insurance Company
Financial Services Professional at NYLIFE Securities LLC

Education

2001 - 2005
LUTCF from The American College of Financial Services
1995 - 1999
Bachelor Of Science from UMass Boston

More Information

Social Presence :

Prographics :

Exp : 25 Location : Waltham, Massachusetts, United States Job Level : N/A Designation : Agent at New York Life Insurance Company
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Insights For Selling To Gil

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gil is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Gil

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Gil move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Gil take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Gil

Personality Compatibility


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