About Us

 


Jeffrey J. Kao, LUTCF, MBA

Registered Representative, NYLIFE Securities LLC

Jeffrey was born and raised on Oahu and currently resides in Pearl City with his wife and three children. Jeffrey graduated in 2002 from the University of Hawaii at Manoa Shidler College of Business in Marketing. In 2006, he obtained his Masters of Business Administration from the Shilder College of Business, with an emphasis in International Finance.

Jeffrey's career with New York Life began in 2006 as an agent and soon after that he became a Registered Representative with NYLIFE Securities LLC. He has qualified for New York Life's premiere Council membership every year since 2007 and in 2009, in addition to being a President's Council qualifier, was named the New Agent of the Year. Jeffrey has also been a qualifying member of Million Dollar Round Table1 since 2010 and most recently in 2016, qualified for New York Life's Chairman's Council, which represents the top 2% of all New York Life agents.

When not spending time at home with his family, Jeffrey enjoys his spare time surfing and playing basketball. He is also an avid traveler and enjoys cooking and experimenting with new food recipes. He is currently training for the Honolulu Tinman Triathalon, one of the many goals he would like to accomplish in life. Jeffrey is also a current member of the Chinese Chamber of Commerce and Board of Director of the Honolulu Chapter of the National Association of Insurance and Financial Advisors.

Notable Awards and Achievements:

2016 - 2010 Million Dollar Round Table Member
2016 - 2013 New York Life Annuity Elite Member 
2016 - 2012 New York Life President's Council Member
2015   New York Life Chairman's Council Member
2015   New York Life Premier Centurion
2015   New York Life Triple Crown Award
2015   New York Life's Life Case Rate Leader
2015   NAIFA Board Member - President-Elect
2014   New York Life's Life Allstar
2012 - 2007 New York Life Executive Council Member
2009   New York Life New Agent of the Year
2009   New York Life New Annuity Leader
2008   Obtained LUTCF Designation
2007   Obtained Masters of Business Administration - Shidler College of Business
2006   Joined New York Life

 

Kevin Martin

Client Services Manager
Kevin is the Client Services Manager to Jeffrey Kao. He graduated from Medina High School in Upstate New York and obtained his Bachelor's in Business Administration at Ithaca College. Kevin started his career with New York Life in 2012, has an extensive background in administrative work and has been an integral part of the Jeffrey's commitment of excellence in service. With Kevin's warm personality and attention to detail and customer service, he helps ensure that each client experience is a memorable one.

 

 

Nicole Kawahara

Client Services Specialist

Nicole is the Client Services Specialist to Jeffrey Kao. She graduated from the University of Hawaii at Manoa with a Bachelor's of Science in Merchandising and Marketing in 2016. She had been instrumental in assisting Jeffrey with the marketing of his business and also ensuring timely and effective communication with his clients. Nicole's incredible work ethic and engaging personality make her a joy to work with and a valuable asset to the team.

 

1The 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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