03/27/2026
💼 MEMBER SPOTLIGHT: Kelly Grant, Partner with New York Life
Protecting families, planning for the future, and helping clients prepare for what matters most.
This week we’re highlighting Kelly Grant, Partner with New York Life, specializing in life insurance and long-term care planning for individuals, families, and business owners throughout Sonoma County.
Kelly’s work centers around one critical goal: helping people protect what they’ve built and prepare for the future with confidence. Whether it’s ensuring loved ones are financially secure or planning ahead for care later in life, she brings clarity and guidance to decisions that are often overlooked — until they’re needed most.
What Kelly Helps Clients With:
❤️ Life Insurance Planning
Protect your family, replace income, and create financial security for the people who depend on you.
🛡️ Long-Term Care Planning
Prepare for future care needs and avoid putting financial or emotional strain on your family.
🏡 Legacy & Wealth Transfer Strategies
Ensure your assets are passed on intentionally and efficiently.
📊 Personalized Coverage Plans
No one-size-fits-all — every strategy is tailored to your goals, stage of life, and financial picture.
Why People Trust Kelly:
✔️ Partner with New York Life, a Fortune 100 company with long-standing financial strength
✔️ Clear, educational approach — no pressure, just guidance
✔️ Focused on long-term relationships, not one-time transactions
✔️ Helps clients think through “what if” scenarios before they become real problems
Kelly helps clients answer important questions like:
“Would my family be financially okay if something happened to me?”
“How would we pay for care later in life?”
“Are we prepared, or just hoping for the best?”
These aren’t always easy conversations — but they’re some of the most important ones you can have.
If you know someone with a family, a mortgage, a business, or aging parents — Kelly is an excellent referral.
Connect with Kelly Grant – New York Life:
📍 149 Stony Circle, Suite 200, Santa Rosa, CA
📞 Office: (707) 569-7109
📱 Text: (707) 343-4496
📧 [email protected]
Join us for our next BNI meeting!
We meet in person at the Flamingo Resort on the first Friday of each month, and on Zoom the other Fridays. Visitors welcome:
👉 https://www.bestnetworkersintown.net/visitor-request/
Kelly Grant