Managing Partner

Scott Caggiano, CLF. LUTCF
Managing Partner

Scott started his career on Wall Street as a stockbroker. Soon after beginning his career, Scott achieved the status of a wealth and asset manager for high net worth individuals. His drive, persistency and knowledge made him a well respected portfolio manager on Wall Street. He managed millions of dollars, leaving his clientele with a lasting impression due mainly to his consistently professional demeanor with his clientele. Then in 1990, a family member who was a well known financial advisor, introduced him to the insurance industry. He was intrigued by the concept of meeting clients face-to-face and building long lasting and in-depth relationships with them.

In 1990, Scott made the decision to join a well known insurance company. Scott quickly discovered a new and exciting business opportunity - one where he found a great deal of satisfaction in helping clients meet their insurance and financial needs by helping to ensure that their future financial goals could be met. Scott soon became one of the top managers at his company. He qualified for his first Leader’s conference in only nine months, which is rarely accomplished in such a small length of time. He then qualified for the President’s Conference and Million Dollar Round Table - qualifying member (MDRT*) (93, 94, 96). As his promising career continued to develop, he then received the American College Quality Award, and the NALU, National Sales Achievement Award.

In 1995, still looking to be challenged, Scott was promoted to Agency Director. Once again being recognized for his persistency and professionalism- he was then given the GAMA International Career Development Gold Award at the Management Leaders Conference (1995). He won the prestigious Regional Agency Director of the Year Award for the outstanding achievements in recruiting and retention of agents he managed.

In 2004 Scott was hired as a Partner in the Long Island General Office of New York Life Insurance Company. Soon after joining New York Life, Scott’s career soared. In 2005, Scott hired a team of 9 agents and exceeded the Company’s production standards by 297%. In June 2005 Scott earned The Gathering of Eagles award because of his unit’s recruiting, retention and production. In September 2010, Scott was promoted to his role as Senior Partner.

Scott was promoted to the position of Managing Partner with the Albany General Office in January 2013. Recently, Scott was promoted to Managing Partner with the Baltimore Office in June 2016.

Scott has been married to his wife Andrea since 1995 and they have a daughter, Bianca.

 

 

*The Million Dollar Round Table (MDRT), The Premier Associate 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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