Products

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.* This is also available for groups.

Disability Insurance2: I believe that disability insurance is important for individuals and groups in medicine, sports, entertainment and business. Professionals should have this type of insurance in place to help protect assets and earnings during and after an unforseen event. This should be part of any complete financial strategy.

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.

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.

Other Products & Services: I can also assist in College Education, Charitable Giving, Executive Benefits, 401k & IRA rollovers and Mortgage Protection. I also have established relationships with other carriers, and can supply you with individual and group Health insurance products.2 If I don't offer it, chances are I can assist you.

To learn more about our products and services, please feel free to give me a call or request a free consultation. I'll be happy to answer all your questions.


*Loans accrue interest and both loans and partial surrenders will reduce cash value and death benefit if not paid back.

^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.

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