My Background

Altaf Safri, Registered Rep

 

Altaf is committed to providing individuals, families, and businesses with life insurance and financial products that meet their needs. He keeps up with current insurance and financial product trends and offers outstanding service. He shows true concern for his clients and hopes to earn your trust as he helps you achieve your goals.

Altaf has been with New York Life as an agent since 2010,  and is also authorized to offer AARP from New York Life.  He is a member of the NAIFA.  He has achieved Quality Council in 2011; He was Associate of the Year in Memphis G.O in 2012; He was the New Org Life Leader* for Memphis G.O. in 2012; He has achieved Executive Council* in 2012, 2013, 2014, 2015, and 2016; He was a Million Dollar Round Table (MDRT)** Member in 2015.

 

Altaf is a San Antonio, Texas resident and has been a USA citizen for the last 20 years.  He is married and the father of two daughters.  His wife is an elementary teacher; one of his daughters is in Pharmacy School; and his youngest daughter is in middle school.  He has his Bachelor's Degree(BSC) from his original home of Pakistan.  He has previous work experience as a business man running his family owned C-store(Exxon Tiger Mart).  He has done community emergency response training (CERT) and he is also a Amateur Radio License holder since 2009.

 

*New York Life sales achievement award.

**The 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.

 
 

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  • Required Minimum Distribution Rules

    When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

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