Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans and partial surrenders can be used to help you supplement your retirement income. This cash value can also be accessed and used for other major life events and can play an important part in estate, business succession, or charitable giving plans.*
Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.
Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity1 that pays income right away, or a tax-deferred fixed annuity1 that allows you to set aside money until you need it. Either way, you will be assured a steady, dependable source of income for life.
Investments#: We offer products and services to help you develop a sound, long term investment strategy. you can choose from over 10,0000 mutual funds, including self-directed, tax deferred individual Retirements accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full service defined contribution and defined benefit plans.
Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products.2If we don''t offer it, chances are we can assist you.
To learn more about the products and services we offer, please feel free to give us a call or request a free consultation. We''ll be happy to answer all your questions and make specific recommendations based on your input.
^Guarantees are backed by the claims paying ability of the issuer. 1New York Life fixed annuities are Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation) 2Products available through one or more carriers not affiliated with New York Life; dependent on carrier authorization and product availability in your state or locality. *Loans accrue interest and both loans and partial surrenders will reduce cash value and death benefit if not paid back.
#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.