Curtis Tran

Curtis Tran is a New York Life agent and Financial Services Professional based in Frisco, Texas. He helps individuals and families, particularly account executives and sales directors with growing incomes, protect what they have built with life and disability insurance and a plan that can withstand a downturn, a disability or an unexpected death.

Curtis Tran is an agent of New York Life Insurance Company and a Registered Representative of NYLIFE Securities LLC, working from the company's office on Network Boulevard in Frisco. His focus is life and disability insurance, and his broader work is helping clients build and protect their wealth with enough understanding to make informed decisions.

His typical client is an account executive or sales director whose income has grown faster than the financial plan behind it. For those clients, Curtis stress-tests the portfolio, savings and insurance to make sure that a market downturn, a disability or an unexpected death does not derail what they have built or leave the family exposed.

Curtis grew up in Nacogdoches, the son of immigrants from Vietnam, and finances were a responsibility from a young age. That experience shapes how he works: his approach centers on clarity, education and confidence, and he is especially attentive to families carrying generational responsibility and to people learning the rules of the financial system for the first time. He also describes volunteerism and giving back to the community as part of how he works.

Why members refer Curtis

1. Specializes in life and disability coverage, the two risks most likely to undo a high earner's plan
2. Stress-tests the whole picture (portfolio, savings and insurance) rather than selling one product in isolation
3. Works through education first so clients understand the decision they are making

Questions people ask