Rebecca A. Gorrell
Principal
Since 2006, Rebecca has worked with her clients to put in place strategies and concepts that allow them to move closer to the life they want for themselves and their families. She knows that change is inevitable; in life, business and in finances. Pivoting through those changes can have a dramatic impact on how you prepare for, enjoy and preserve a secure retirement; Rebecca is passionate about her clients’ preparation.
Growing up in the country, on 18 acres in Central Kansas, and coming from a family that owned and operated a small business, provided unique experiences that helped shape who she has become. It helped instill hard work and commitment, and a ‘do anything’ attitude which is vital to the work she does today. Because she is familiar with what it takes to start, run and make a living from a small business, a high percentage of her client base is comprised of small business owners. Helping them through the lifecycle of business is critical for their success towards retirement.
Since 2010, Rebecca has qualified as a member of The Million Dollar Round Table® (www.MDRT.org) the Premier Association of Financial Professionals, recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. She has served on the board of directors for NAIFA, National Association Insurance & Financial Advisors, making her way through the chairs, serving in all three executive positions, including President in 2013. She has held the National Committeeperson seat for the Johnson County-Wyandotte County chapter (www.NAIFA.org). And, in 2012, she was asked by New York Life to join a group of 125 peers selected to be the Political Involvement Leader for their respective firms. Serving as the Kansas City PIL she met with both the Missouri and Kansas senatorial and congressional representatives, locally and in D.C., advocating on behalf of her clients regarding issues and concerns that will impact their financial future. Rebecca believes in supporting those that have a vision and a dream, which is why she served on the board for ReVolve, a homegrown 501c3 focusing their efforts on Kansas City's green impact/urban core zone and the rewards of a healthy lifestyle through cycling (www.revolvekc.org).
In 2017, PIVOT Income Strategies was formed, creating a team of associates, and enhancing the structure under which Rebecca serves her clients. Why PIVOT? Because making small pivots in your financial strategies can have a dramatic impact on what’s ahead. PIVOT Income Strategies helps you make the pivotal changes in your financial, protection and investment strategies to help protect you, your family, your business and create guaranteed income in retirement.
As of October 4th, 2021, Rebecca, is in the top 2 percent in sales among the New York Life agents nationwide, with over 1,500 clients across 12 states, and over $300 Million of NYLIFE Securities, LLC investments and New York Life Insurance.
As you get to know Rebecca, you’ll see, her passion runs deep, in her work, and in her hobbies and interests too. To keep her brain occupied, her free time is filled with cooking, practicing her golf game, and taking her two dogs, Zoni, a Puerto Rican rescue terrier-lab, and Newman, a toy Aussie-Poo, on trips in “Rosie the Revel Van.” Rebecca attended the University of Kansas where she played rugby and enjoys supporting KU athletics. She loves cooking and learning about anything with wheels and a motor; cars, motorcycles airplanes and more.
How She Helps Her Clients:
Retirement Planning
Business Succession / Exit Planning
Estate Equalization and Trust Funding
Family Income and Asset Protection Strategies
Extended Health Care Strategies
Life Insurance & Leverage Concepts
Social Security Strategies
Corporate Financial Resource for Small & Mid-Size Companies
Group Employee and Employer Benefits
401k, SIMPLE, SEP, 403b placement