Kim W. Luckey, ChFC®, CLU®, RICP®, WMCP® in

Kim W. Luckey, ChFC®, CLU®, RICP®, WMCP®

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Partner at New York Life at New York LIfe Insurance Company
📍 Richland Center, Wisconsin, United States

Kim Luckey is a Partner and Financial Advisor at New York Life and Eagle Strategies LLC. She specializes in retirement planning, lifetime income strategies, and long-term care solutions. With a background from Sullivan County Community College, she also focuses on recruiting and developing new financial advisers.

Kim was recently honored as one of Forbes Best-in-State Financial Security Professionals.

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Experience
27 Years
Current Role
Partner at New York Life
Location
Richland Center, Wisconsin, United States
Personality Overview

How Kim shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kim cares about

Financial Security
Her recent Forbes award was for being a top Financial Security Professional, reflecting her core focus on helping clients achieve stability through insurance and financial planning.
Retirement Strategies
Frequently posts about preparing for retirement, including strategies for lifetime income, managing costs, and the logistics of retiring abroad.
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Career

Work history

11-2020 - 1-2023
Partner at New York Life
New York LIfe Insurance Company
4-2020 - 11-2020
Associate Partner
New York LIfe Insurance Company
2-2017
Financial Advisor
Eagle Strategies LLC
1-1996
Financial Services Professional
NYLIFE Securities LLC
12-1995
Licensed Agent
New York LIfe Insurance Company
In the press

Media appearances

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Education
1975 - 1977
Associate of Arts (AA)
Sullivan County Community College
1962 - 1975
Regents Diploma
Jeffersonville-Youngsville Central School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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