Investments# - We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds and self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.
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 to help you supplement your retirement income when your protection needs decrease.* This cash value can also be accessed for other major life events and can play an important part in 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 and help preserve the assets you've worked so hard to build.
Other Products: We have established relationships with other carriers, and can supply you with information on individual and group health insurance products. If 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.
#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
*Accessing the cash value will reduce the death benefit and cash value of the life insurance policy.
