A financial professional by your side Do you have more financial responsibilities than resources? That's not uncommon these days when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
For young families there's nothing more exciting than new beginnings. That is, of course, if you know where you're going. So now that you have a family of your own, it's important to think about all your goals and objectives for the future, and to make sure you have a plan in place to start you on your way. Want to buy a new home, send your kids to college, or just make sure all their day-to-day needs will be met?
Congratulations: You're off to a great start. Trust the largest mutual life insurance company in the United States*. Retirement isn't an end, it's a beginning: the beginning of waking on your own, traveling impulsively, and spending significant time with your significant other.
For young families there's nothing more exciting than new beginnings. That is, of course, if you know where you're going. So now that you have a family of your own, it's important to think about all your goals and objectives for the future, and to make sure you have a plan in place to start you on your way. Want to buy a new home, send your kids to college, or just make sure all their day-to-day needs will be met?
Congratulations: You're off to a great start. Trust the largest mutual life insurance company in the United States*. Retirement isn't an end, it's a beginning: the beginning of waking on your own, traveling impulsively, and spending significant time with your significant other.
Services
One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need.
In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Everyone is different, so it's important for me to learn as much about you as possible.
In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Everyone is different, so it's important for me to learn as much about you as possible.
At New York Life, we believe in helping people like you, families like yours, and business of all kinds.
Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.
Why do we do it?
Because in many ways, we're just like the clients we serve.
In fact, many of us ARE clients - with all the same hopes and dreams that you have for your family and future.
Like you, we each work hard to meet life's responsibilities and create a better life for ourselves.
Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.
Why do we do it?
Because in many ways, we're just like the clients we serve.
In fact, many of us ARE clients - with all the same hopes and dreams that you have for your family and future.
Like you, we each work hard to meet life's responsibilities and create a better life for ourselves.
Instead, I'll work with you to create a strategy that's based on your individual needs and objectives.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for us both.
Be open and honest: I'll try my best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Ask lots of questions: Go ahead, I don't mind.
Let's talk: That's how it all begins-with a simple conversation.
Let's get together at your convenience, maybe over coffee, and see if working together makes sense for us both.
Be open and honest: I'll try my best to anticipate your needs, but will never assume anything.
That's why it's so important to be as candid as possible when discussing your goals.
Ask lots of questions: Go ahead, I don't mind.
Whole life insurance is for those looking for lifetime protection with added benefits.
In addition to providing a guaranteed life insurance benefit, it also offers an important way to save for the future, helping you to be prepared for whatever lies ahead.
With Whole Life, the cash value of your policy grows tax deferred-which means you can use it whenever you need to, whether for a new home, college tuition, or an income stream in retirement.*
Dividends provide an opportunity for the cash value to grow more.
In addition to providing a guaranteed life insurance benefit, it also offers an important way to save for the future, helping you to be prepared for whatever lies ahead.
With Whole Life, the cash value of your policy grows tax deferred-which means you can use it whenever you need to, whether for a new home, college tuition, or an income stream in retirement.*
Dividends provide an opportunity for the cash value to grow more.
There are lots of ways to maintain your lifestyle later on in life.
A guaranteed income annuity is one good way to do it.
Most people think of an annuity as a pension-like stream of income.
When you have one, you basically get a steady "paycheck" for the rest of your life-so you can worry less about managing your money and focus more on living your life.
Everyone has different ideas about what they need when it comes to retirement.
That's why talking to a financial professional is a good way to find out what's best for you.
A guaranteed income annuity is one good way to do it.
Most people think of an annuity as a pension-like stream of income.
When you have one, you basically get a steady "paycheck" for the rest of your life-so you can worry less about managing your money and focus more on living your life.
Everyone has different ideas about what they need when it comes to retirement.
That's why talking to a financial professional is a good way to find out what's best for you.
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