My Background

Tracy Chen is a Financial Services Professional with the Long Island General Office of New York Life. Since joining New York Life as an Agent in 2016, Tracy has consistently achieved a high level of success and has received numerous company and industry awards.

Tracy was born and raised in Taiwan and immigrated to the United States at the age of seventeen. She had always dreamed of living and working in New York City after being inspired by the lyric “If you can make it there, you can make it anywhere’, from the Frank Sinatra song “New York, New York’. This idea may have seemed far-fetched, especially at such a young age, but Tracy has always challenged herself to reach for the stars and aspires to achieve what others might think are impossible.

Ultimately, Tracy did fulfill her dream by becoming a top attorney in New York City after graduating from New York University School of Law, and in 2005 started practicing at major international law firms in Manhattan. Her main area of practice was real estate law for development projects in New York City. After 11 successful years as an attorney, Tracy found herself looking for new ways to challenge herself professionally. This search concluded with Tracy deciding to start her own business in insurance and financial services at New York Life.

By combining her strong work ethic, entrepreneurial spirit and legal expertise with the industry-leading training, products and support available at New York Life, Tracy was able to quickly achieve a high level of success. In just her first 9 months, Tracy qualified for New York Life’s President’s Council1, cementing her status as one of the company’s best new agents. In 2018, after her first full year as a Financial Professional, Tracy qualified for one of New York Life’s most prestigious awards for high levels of production – Chairman’s Council1. She continued this success by nearly doubling her production and qualified for New York Life’s Chairman’s Council Premier in 20191. In addition to these achievements, Tracy became an MDRT – Court of the Table member in 20192

In her role as a Financial Services Professional, Tracy is focused on working with high net worth individuals and combining her knowledge with New York Life products to provide a holistic approach to their estate planning and financial needs. She feels it is important to take a needs based selling approach with her clients, and will often coordinate with the New York Life Advanced Planning team to ensure that her clients get a variety of solutions toward achieving their financial goals.

Tracy is married with two children and currently resides on Long Island, NY. She and her family are active members in their local church.

Neither Tracy Chen, 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.

1Council is an annual company recognition program based on agent production from July 1 - June 30.
 
2Million 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.