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Meet Chad

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Forbes 2021 Top Financial Security Professionals
Goldman Sachs - 10,000 small businesses logo

Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/molly-bennard/2026/07/09/methodology-2026-forbes--shook-top-financial-security-professionals/

Chad Courtois

Founder

Chad Courtois was born and raised in Acadiana, only leaving for a short time as he served four years in the United States Marine Corps from 1991-1995. He now resides in small, beautiful New Iberia with his wife Teresa and their children Jordan, Cole, Kauri and Creed.

“New Iberia gives us the cozy rural feel of the country, but the quick access to the great amenities of city life. It’s the best of both worlds.”

Chad is an avid hunter and loves the outdoors. He especially enjoys that time when he can share those early morning hunts and memories with his family and friends. He also equally enjoys traveling to new places with his wife and children, attending track and gymnastic meets with Jordan, Cole, Kauri and Creed.

“Our life is very full and I feel blessed and thankful for that. As Teresa and I raise our children, I think they teach us as much as we teach them.”

Chad has been in the Insurance and Financial Service Industry since he finished his career with the Marine Corps in 1995. His mission is to help educate families and share on how to obtain the peace of mind that comes with having Financial Security. The unique and proven strategies Chad has implemented for the past 20 years has provided the experience and trust individuals seek in a Financial Professional.

“My Friends and Clients work years and sacrifice a lot in the hope to secure an enjoyable future. It’s very rewarding and personal to me when I can help them accomplish that comfort and peace of mind that comes with Financial Security.”

Chad finds it very personal when it comes to helping Family and Friends reach a secure financial future, but also wants to make sure their community is strong that they live in. Therefore, Chad is very involved in his surrounding communities by serving on the following:

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Chairman 2014

Iberia Industrial Development Foundation

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Board Member

Greater Iberia Chamber of Commerce

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Vice Chairman

Iberia Economic Development Authority

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Board Member

Iberia On Tap, a Young Professionals Network

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Committee Member

CCA/ Coastal Conservation Association

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Committee Member

DWF/ Delta Waterfowl Organization

“Everyone should give back to their community if able. It’s where you live and create the future for your children. Take pride and get involved for them.”

Let's Talk

Office: (337) 261-9863
Email: cccourtois@ft.nyl.com

Let's Meet

400 East Kaliste Saloom, Suite 5100
Lafayette, LA 70508
Disclosure

Chad Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #4694141), CA (CA Insurance License #0H54211), CO, FL, GA, IA, LA, MI, MO, MS, NM, NV, NY, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chad Courtois is licensed and authorized to offer insurance in California and Arkansas, but ADVANTAGED ASSETS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Chad Courtois is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508, 337-261-9863. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IA, LA, NM, NV, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Chad Courtois is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The 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.

Creed Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #21061891), LA, MO, NY, and TX. No insurance business may be conducted outside the states referenced.

Tyson Rivet is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20239502), CA (CA Insurance License #4555869), and LA. No insurance business may be conducted outside the states referenced.

Tyson Rivet is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508. In this regard, this communication is strictly intended for individuals residing in the state of Louisiana. No offers may be made or accepted from any resident outside the specific state referenced.

ADVANTAGED ASSETS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ADVANTAGED ASSETS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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