We are a planning and protection focused financial services firm, taking an innovative and comprehensive approach to financial planning, insurance, and investing.
As a client of Full Spectrum, we become your personal CFO, your financial partner at every turn and we would be honored to assist in providing clarity to your own financial future.
Contact us for a free, no obligation introductory meeting at:
OFFICE # (941) 866-6570
EMAIL: info@fullspectrumfinancialgroup.com
For many households, a major consequence of #COVID19 has been less income. Learn what you can do now to help reduce the impact and protect your financial future.
NEWYORKLIFE.COM
How to adjust when your financial situation changes.
The seasons are changing and so are your financial goals. Learn more about how to protect your growing family and create savings for the future.
NEWYORKLIFE.COM
Growing Family - Protection For Your New Baby | New York Life
How to save money - Learn to start saving now.
BUSINESSINSIDER.COM
Half of millennials who aren't investing are waiting until they earn more money, and they could be making a big mistake
New York Life has a history of helping others after disasters. While we'll always be there to help people in need, it's important to do what you can now to prepare and protect what you love most. #PrepareNow #NatlPrep
READY.GOV
Disasters and Emergencies | Ready.gov
As a result of #COVID19, many people have thought about dipping into their retirement savings to pay for expenses. If you're one of them, here are some things to consider.
NEWYORKLIFE.COM
Coronavirus shutdown puts the squeeze on retirement savings.
Have questions about life insurance? Here are the 6 things you should know about it in the age of #COVID19 and beyond.
NEWYORKLIFE.COM
Six things you should know about life insurance now.
Building a better tomorrow for yourself and your family is everyone's goal. That's why we have been helping women make solid financial choices for generations. Let's put you in the driver’s seat of your financial future.
NEWYORKLIFE.COM
Women and Finance: Protecting what really matters
For many grieving families during #COVID19, the level of support from healthcare providers can make a huge difference. Jorge Moreno, MD, shares his viewpoint as a frontline worker on the subject.
NEWYORKLIFE.COM
Ask the Expert: Educating non-medical healthcare professionals in supporting bereaved families
These 12 steps can help you tackle your debt.
MONEY.USNEWS.COM
12 Things to Do When You're Deep in Debt
#COVID19 puts the squeeze on retirement savings.
NEWYORKLIFE.COM
Coronavirus shutdown puts the squeeze on retirement savings.
When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of it. Learn why when it comes to the historical performance of markets, the political party in charge makes little to no difference.
NEWYORKLIFE.COM
Politics, Elections, and Your Portfolio.
Self-care is more than a buzzword, it's an important part of daily life, especially right now. These seven business leaders share ways to avoid burnout during challenging times.
FORBES.COM
7 Business Leaders Share Their Self-Care Secrets
Debt is a major stressor for families and marriages. It can affect you, your partner, and your children. For simple tips on how important it is to reduce your debt, click here.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strategy that meets your goals for your family. Let’s talk about your future today!
#COVID19 and renewed attention on racial justice issues has spurred a closer look at corporate practices. Read how 2020 has impacted the ESG investment landscape and what it means for investors.
NEWYORKLIFE.COM
CANDRIAM CEO Naim Abou-Jaoude discusses how COVID-19 brought social issues to the forefront of ESG priorities.
Setting financial goals is important but it can be intimidating, especially when you’re thinking about things like college and retirement. I can help you set a budget, save and prepare for your financial future. It all starts with a conversation. Reach out to me, and we’ll talk about your goals.
Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for it and where do you start? Check out this article to learn more:
NEWYORKLIFE.COM
How to save money—learn to start saving now | New York Life
No matter where you are in life, it's important to have a budget and savings approach. At New York Life, we not only protect your income but can help you develop a strategy for the future. Ask me about your financial goals and we can put together a strategy with budget to meet them.
NEWYORKLIFE.COM
How to save money—learn to start saving now | New York Life
Join us on Wednesday, October 28, 2020 at 2:00pm ET for a complimentary workshop on planning issues and the current low interest rate environment, favorable transfer tax and income tax system. Practical strategic wealth planning options will be discussed so you can take action now to protect your wealth and provide for the financial well-being of your family and loved ones! Make sure you register today to reserve your spot! This workshop is being offered in both English and Español. https://nylife.zoom.us/webinar/register/WN_7_yyqU6JTv6s5xZaU6WuFQ
Feeling financially comfortable is all about having a strategy. I’m here to help – together we can work on a strategy to give you the added peace of mind you need to feel comfortable with your finances.
NEWYORKLIFE.COM
Financial Resources and Solutions - We're Here to Help | New York Life
New York Life Chairman and CEO Ted Mathas recently appeared on Yahoo Finance to discuss the company’s response to #COVID19 and the economic uncertainty of 2020. He highlighted how the combination of New York Life’s 175-year track record of successfully navigating challenging times and commitment to preparedness allows the company to be confident in its ability to remain well-positioned. He also emphasized the importance of remaining agile and humble. Watch the full broadcast here.
NEWYORKLIFE.COM
Ted Mathas discusses benefits of New York Life’s preparedness in Yahoo Finance broadcast appearance.
As #COVID19 continues to keep our daily lives uprooted, learn how New York Life has made access to financial guidance and protection easier than ever.
NEWYORKLIFE.COM
From home, whenever you need us: How we’re embracing technology to serve our clients
From our health to our finances, we can’t help but question if we’re doing all we can to protect ourselves and our loved ones in the age of #COVID19. Learn what you can do to help ensure your financial future remains secure.
NEWYORKLIFE.COM
Having a retirement roadmap in the wake of COVID-19 is important | New York Life
In honor of Military Family Appreciation Month, we want you to know that we celebrate you and stand by you—today and every day.
Have you started your holiday shopping yet? I've got an idea for a lasting gift that's perfect for early birds and last-minute shoppers alike. And you don't even have to pay for shipping!
NEWYORKLIFE.COM
A surprisingly perfect gift for your kids or grandkids. | New York Life
Financial security is a marathon not a sprint. You need strategies and solutions that adapt to your life as it evolves over time. As a New York Life financial professional, I work with my clients to create strategies that succeed in the here-and-now, and continue to be successful well into the future.
Whether you're gathering around the table this year, or celebrating your first virtual-giving, your family means a lot to you. Once the last slice of pie has been put away, it's a good time to think about protecting the people you're most thankful for.
NEWYORKLIFE.COM
Mortgage protection—Utilize life insurance | New York Life
Your #Thanksgiving table might look different this year. But even if you can't pass the mashed potatoes, your love for your family never changes. As the holiday season gears up, let's talk about how you can put that love into action.
NEWYORKLIFE.COM
Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life
🍍SRQ BEST OF Nominations are now open! Our firm won last year, and we would be 𝒽𝑜𝓃𝑜𝓇𝑒𝒹 to receive the award for 2021.
Thank you for taking a moment to submit your vote for FULL SPECTRUM FINANCIAL GROUP as best Financial Advisor and/or Insurance Agent!! 🏆
*First Round Nominations end December 31st!*
Follow this link to Vote: https://www.srqmagazine.com/2021/bestof#
The financial decisions you make today can have a large impact on your future. We want people to feel great about the years ahead, that’s why we’ve been guiding our clients for over 175 years. Let’s work together to build a strategy that meets your financial goals.
NEWYORKLIFE.COM
Financial Resources and Solutions - We're Here to Help | New York Life
Debt is stressful and confusing. I can help you get you some clarity and build a strategy that gives you confidence in your financial future. Let’s touch base today!
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or remaining debt-free is an important goal. As a financial professional with New York Life, I have all the tools necessary to help you reach your long-term goals.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
How do your retirement savings compare?
NERDWALLET.COM
Average Retirement Savings by Age - NerdWallet
Looking for a little more certainty with your money?
Check out this very special guaranteed interest rate.
It’s only available for a limited time, so contact me today!
A Morningstar study found that whole life insurance can help protect your family and reduce your portfolio. Learn more.
NEWYORKLIFE.COM
Five good reasons why whole life can be good for your portfolio. | New York Life
Now that you're living your happily ever after, what's next? Since times may be tough right now, I thought this article may be useful to help you with post-wedding finances.
NEWYORKLIFE.COM
Life after marriage - Post wedding financial planning | New York Life
How do you intend to spend your next chapter? Have you even started planning for it? I’m here to help no matter what stage of retirement planning you’re in. Learn how to start saving for retirement today:
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
It’s comforting to know there are still some things you can rely on—like the strength and stability of New York Life. This year marks the 167th consecutive year that our whole life policy owners receive a dividend. Want protection that lasts? Let's talk.
NEWYORKLIFE.COM
Mutuality and Dividends | New York Life Insurance Company
Planning for tomorrow pays dividends today - that's especially true for New York Life clients who purchased whole life policies just a few years back. Contact me to secure a better future for you and your loved ones with a participating policy. #GoodAtLife
NEWYORKLIFE.COM
Mutuality and Dividends | New York Life Insurance Company
Marriage can be a beautiful start to the rest of your journey together. But before you say "I do", take some time to discuss your financial goals, challenges, and plans with your partner. These tips can help you get started.
NEWYORKLIFE.COM
Marriage and money—things to discuss before marriage | New York Life
Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started today, we can work together to help you reach your long-term goals.
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
What does financial freedom mean to you? Read these tips and then let's talk. I can give you a stronger financial footing to help you reach your goal.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
FDIC...SPIC...learn the details behind those letters to understand how your money is insured and why it's important to know.
KIPLINGER.COM
FDIC, SPIC: Who’s Protecting Your Assets? | Kiplinger
To many young families, retirement can feel like a lifetime away. In reality, it is more of a journey than a destination. This article can help you learn how to start saving now, so you can have the retirement you want later on.
NEWYORKLIFE.COM
How to save money—learn to start saving now | New York Life
Balance. Yin & Yang. Harmony. Whatever you call it, it’s necessary for a good life. The same goes for your finances. You can protect your family today while saving for your future. If you need financial balance, let’s talk.
Your career has evolved, and your financial solutions should as well. As a New York Life financial professional, I have the resources and experience of a Fortune 100 company at my disposal to help you create a strategy that succeeds both now and in the future.
Becoming parents is a new beginning, not just for your personal life, but for your professional life as well. With COVID-19 causing many parents to consider a stay-at-home role, these tips can help make the transition easier for you and your spouse.
NEWYORKLIFE.COM
How to be a stay-at-home parent in 3 steps | New York Life
With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may be a more cost-effective solution than a single policy for the ones you love most. https://bcove.video/2GUz2cs
Nowadays, almost everyone is dealing with debt in one form or another. The hard part is paying it off while not letting it jeopardize your potential for financial growth. Read these tips to help you manage your debt while building for the future.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
What do you get for the kid who has everything? How about the financial security to ensure they can keep achieving their goals well into the future? If you're ready to give the gift of life insurance this year, I'm ready to help.
NEWYORKLIFE.COM
A surprisingly perfect gift for your kids or grandkids. | New York Life
In times like these, it can be hard to save for the future. Want some guidance? Read this article to learn how even saving a small amount early on can help a lot, and then let's talk. Together, we'll come up with a strategy that works.
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
Whether they are curled up next to you or calling from a distance, family are the people you love the most. You'd do anything to protect them. And I'm ready to help you with that.
NEWYORKLIFE.COM
6 Reasons to Buy Life Insurance | New York Life
Whether you're hanging your stockings with care or carelessly hanging out in sweats this year, here's to wishing you the happiest of holidays.
We wish you joy, happiness, and good health this season, and all the days to come. #HappyHolidays
Due to COVID-19, many people are starting to think more about life insurance. For many young families, term life may be the best, most affordable way to get started. If you have any questions, please feel free to reach out. I'm available any time.
NEWYORKLIFE.COM
What is Term Life Insurance? See our beginner's guide | New York Life
When times change, so do your insurance needs. With convertible term life insurance, you can upgrade to a permanent solution with more benefits to help you when you need it. Read this article to learn more and let's talk.
NEWYORKLIFE.COM
How to know when it’s time to convert term coverage to whole life | New York Life
Saving for your child’s education is likely one of your financial goals. But how much is enough? Reach out to me today! Together, we can work on a strategy to help you manage educational expenses to set your child up for success.
When it comes to choosing life insurance, not all companies are the same. More than ever, you want a company that is built for times like these. In good times and bad, see why New York Life has remained strong for over 175 years.
NEWYORKLIFE.COM
Insurance company financial strength ratings—Learn what matters | New York Life
Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs
When you live in uncertain times, you start thinking about ways to protect the ones you love. For many first-time life insurance owners, term life is a great way to get started. Learn more about it here and feel free to reach out with any questions.
NEWYORKLIFE.COM
What is Term Life Insurance? See our beginner's guide | New York Life
When it comes to being a force for good, the bar must continually be raised higher. Read how New York Life remains committed to positive policies and proper governance in our 2019-2020 Corporate Responsibility Report.
NEWYORKLIFE.COM
New York Life’s 2019-2020 Corporate Responsibility Report highlights company’s corporate responsibility priorities
We all know having a baby isn't cheap, but have you ever figured out how much you will actually need? Before you put a for sale sign on all your favorite possessions, here's a monthly breakdown of some of the biggest expenses you can expect.
NEWYORKLIFE.COM
Monthly breakdown of your child's biggest expenses | New York Life
This #NewYears, make a resolution you can stick with that really matters. Start on the path towards financial security and peace of mind. I can help make it easier on you. Let's talk.
NEWYORKLIFE.COM
5 strategies to diversify investments | New York Life
Congratulations! Buying your own home was a big achievement for you and your family. So if something should happen to you, you need to make sure your family won't be left out in the cold. Give me a call to learn how life insurance can help.
NEWYORKLIFE.COM
Life insurance for homeowners: Protecting your mortgage | New York Life
When times change, so do your insurance needs. With convertible term life insurance, you can upgrade to a permanent solution with more benefits to help you when you need it. Read this article to learn more and let's talk.
NEWYORKLIFE.COM
How to know when it’s time to convert term coverage to whole life | New York Life
Required minimum distributions are returning in 2021. Let’s talk about how you can prepare now with a deferred annuity from New York Life. Click here for more information.
NEWYORKLIFE.COM
Deferred Annuity - Create Future Retirement Income | New York Life
They may be taking their first steps, but before you know it, they'll be off to college. Learn how having whole life insurance now can give you the added benefit of growing its cash value for when you need it later on.
NEWYORKLIFE.COM
Supplementing your saving for college with a Whole Life Insurance policy | New York Life
What does a "bear market" mean for you? Let's break it down.
FORBES.COM
How To Size Up An S&P 500 Bear Market
You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.
NEWYORKLIFE.COM
Term Life Insurance - Protection For A Period of Time | New York Life
When it comes to being a force for good, the bar must continually be raised higher. Read how New York Life remains committed to positive policies and proper governance in our 2019-2020 Corporate Responsibility Report.
NEWYORKLIFE.COM
New York Life’s 2019-2020 Corporate Responsibility Report highlights company’s corporate responsibility priorities
Whether you've been married for years or are starting this year as newlyweds, the cold winter months are a great time to hunker down and talk through the financial details of your life together. Need help getting started? That's what I'm here for.
NEWYORKLIFE.COM
Marriage and money—things to discuss before marriage | New York Life
The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.
While we all can agree 2020 has been a terrible year, let's talk about how you can rebuild and prepare for whatever comes next. Read this article and reach out when you're ready.
NEWYORKLIFE.COM
Five good reasons why whole life can be good for your portfolio. | New York Life
Goal-setting comes with extra challenges this year as we're facing unprecedented and uncertain times. But whatever your goals may be for 2021, learn why protecting what you have should be a priority.
NEWYORKLIFE.COM
Six things you should know about life insurance now.
2020 was a banner year for Full Spectrum Financial Group receiving both SRQ Magazine Best Financial Advisor Award, and Top 2020 Agents Award for New York Life Investments 🏆🏅🏆🏅
Thank you to our dear clients, we cherish the relationship we have with each of you and your families, and are honored to partner with you through all of life’s milestones.
Here’s to continuing the great work and expanding our reach to the community in 2021!
Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
We are a named finalist! We could use your help to win for the second year in a row, please click this link and click 'VOTE' today.
Thank you for nominating us to win in 2020 as Best Financial Advisor, it would be a tremendous honor to win a second year in a row! We appreciate your trust and continued support to our firm, this is such an incredible honor.
SRQ Magazine
SRQMAGAZINE.SECONDSTREETAPP.COM
Check out Full Spectrum Financial Group.
We are a named finalist! We could use your help to win this distinct award, please click this link and click 'VOTE' today.
Thank you for nominating us to win in 2020 as Best Financial Advisor SRQ Magazine, it would be a tremendous honor to win a second year in a row! We appreciate your trust and continued support to our firm, this is such an incredible honor.
https://www.srqmagazine.com/2021/bestof#/gallery/262032842?group=368761
SRQMAGAZINE.COM
SRQ: Living Local in Sarasota and Bradenton Florida
Honoring Martin Luther King Jr.'s message on #MLKDay.
Martin Luther King Jr. worked hard to fulfill his dream of racial equality and harmony. At New York Life, we honor his legacy through our commitment to a more diverse workforce and the support of our local communities.
APR? Interest Rate? Let's break it down.
LOANS.USNEWS.COM
APR vs. Interest Rate: What's the Difference?
In times like these, we all could use a little more protection. Fortunately, I'm here to make it easier. Click here to learn how life insurance can help protect and grow your family's financial future, and then let's talk.
NEWYORKLIFE.COM
Life Insurance Resources - Protect What's Important | New York Life
Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
We are a named finalist! We could use your help to win for the second year in a row, please click this link and click 'VOTE' today.
Thank you for nominating us to win in 2020 as Best Financial Advisor, it would be a tremendous honor to win a second year in a row! We appreciate your trust and continued support to our firm, this is such an incredible honor.
SRQ Magazine
SRQMAGAZINE.SECONDSTREETAPP.COM
Check out Full Spectrum Financial Group.
We are a named finalist! We could use your help to win this distinct award, please click this link and click 'VOTE' today.
Thank you for nominating us to win in 2020 as Best Financial Advisor SRQ Magazine, it would be a tremendous honor to win a second year in a row! We appreciate your trust and continued support to our firm, this is such an incredible honor.
https://www.srqmagazine.com/2021/bestof#/gallery/262032842?group=368761
SRQMAGAZINE.COM
SRQ: Living Local in Sarasota and Bradenton Florida
If 2020 has taught us anything, even our best laid plans can go awry. Here are four major life events that can have a significant impact on your financial security, and how life insurance can help.
NEWYORKLIFE.COM
Major life events that can affect your life insurance | New York Life
APR? Interest Rate? Let's break it down.
LOANS.USNEWS.COM
APR vs. Interest Rate: What's the Difference?
In times like these, we all could use a little more protection. Fortunately, I'm here to make it easier. Click here to learn how life insurance can help protect and grow your family's financial future, and then let's talk.
NEWYORKLIFE.COM
Life Insurance Resources - Protect What's Important | New York Life
Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
We are a named finalist! We could use your help to win for the second year in a row, please click this link and click 'VOTE' today.
Thank you for nominating us to win in 2020 as Best Financial Advisor, it would be a tremendous honor to win a second year in a row! We appreciate your trust and continued support to our firm, this is such an incredible honor.
SRQ Magazine
SRQMAGAZINE.SECONDSTREETAPP.COM
Check out Full Spectrum Financial Group.
Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.
NEWYORKLIFE.COM
Immediate Annuity - A Steady Income Starting Now | New York Life
In times like these, a little extra help can go a long way. Learn about New York Life's 166-year legacy of providing dividends to participating whole life policy owners, and some of the ways you can make the most of the added benefit.
NEWYORKLIFE.COM
Life insurance dividend options—Reach your goals | New York Life
Let’s talk about how we can help you make the most of those extra years with retirement income that you can’t outlive.
NEWYORKLIFE.COM
Deferred Annuity - Create Future Retirement Income | New York Life
Can a Roth conversion help you stave off the volatility and large market fluctuationsdue to #COVID19? Read this article to learn more about the options you have for your retirement investments..
NEWYORKLIFE.COM
Reasons to convert to a Roth | New York Life
Interested in upside potential with principal protection? Let’s talk a new variable annuity that offers Index-Linked Accounts--protecting your capital from loss--and variable investment options for upside potential. Call me to learn more. https://dfinview.com/NewYorkLife/TAHD/indexflex
Thank you for the nomination for Best Financial Advisor!
@srqbest final round of voting is about to end!! We would appreciate it tremendously if you clicked this link to VOTE TODAY!
SRQMAGAZINE.SECONDSTREETAPP.COM
2021 Best of SRQ Local Reader's Competition
This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong need. DM me to learn how we can work together to help you reach your goals, no matter what—or when—they may be.
NEWYORKLIFE.COM
Life Insurance Information and Advice | Protecting Your Family
Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.
NEWYORKLIFE.COM
Immediate Annuity - A Steady Income Starting Now | New York Life
In times like these, a little extra help can go a long way. Learn about New York Life's 166-year legacy of providing dividends to participating whole life policy owners, and some of the ways you can make the most of the added benefit.
NEWYORKLIFE.COM
Life insurance dividend options—Reach your goals | New York Life
Let’s talk about how we can help you make the most of those extra years with retirement income that you can’t outlive.
NEWYORKLIFE.COM
Deferred Annuity - Create Future Retirement Income | New York Life
This pandemic has put the important things in life into focus. Life insurance is a simple act of love that can secure the future for your loved ones. If you have questions, reach out to me to learn how you can insure your love.
The form of childcare you choose has tax implications. Factor these points into your decision-making.
KIPLINGER.COM
Smart Ways to Save on Child Care Costs | Kiplinger
We think life Insurance is a great way to protect your loved ones. But don’t take our word for it. Learn more about the ins and outs of life insurance through Life Happens, a nonprofit organization dedicated to helping people take personal financial responsibility through the ownership of life insurance and related policies. Visit www.lifehappens.org.
This #PresidentsDay, be the commander-in-chief of your family’s future. Reach out to me, and let's put together a strategy for your financial goals.
Looking for a great way to help protect your mortgage? DM me and I'll explain how you can use life insurance to help alleviate the risk of your family being left with an unmanageable financial burden.
NEWYORKLIFE.COM
Mortgage protection—Utilize life insurance | New York Life
This February, we celebrate those who show their love by investing in their families. If you want to help our customers build their futures through financial guidance, talk to me. I’m currently looking for the right candidates for a rewarding career with New York Life.
One of the best ways to learn more about life insurance is through Life Happens, a nonprofit organization dedicated to helping people take personal financial responsibility through the ownership of life insurance and related policies. To learn more, visit www.lifehappens.org.
#1 New York Life wins J.D. Power Award for Annuities’ Customer Satisfaction! 🏆
Keeping your family safe is a way to show your love. During this pandemic, safety often means staying away. But there’s another way to show you care: Giving the gift of life insurance can secure the future for your family. Reach out to me to help you insure your love.
This #InsureYourLove month it's more important than ever to talk with your loved ones about life insurance. Click here to learn about some of the options available for your family.
NEWYORKLIFE.COM
Compare Life Insurance Plans - Discover Your Options | New York Life
The IRA primer you could be looking for.
KIPLINGER.COM
Traditional IRA Basics: 10 Things You Must Know | Kiplinger
When it comes to family, there's nothing you wouldn't do to protect who matters most. Learn how life insurance can help you act on your love. I'm here to help when you're ready. #LoveTakesAction #InsureYourLove
NEWYORKLIFE.COM
Life Insurance - Financial Protection For Your Family | New York Life
Family takes love, and love takes action. Whether you're caring for your children, your children's children, or an adult relative, learn how life insurance can ensure those you love are protected for a lifetime. #LoveTakesAction #InsureYourLove
NEWYORKLIFE.COM
Life Insurance - Financial Protection For Your Family | New York Life
This February, we celebrate those who show their love by investing in their families. If you want to help our customers build their futures through financial guidance, talk to me. I’m currently looking for the right candidates for a rewarding career with New York Life.
One of the best ways to learn more about life insurance is through Life Happens, a nonprofit organization dedicated to helping people take personal financial responsibility through the ownership of life insurance and related policies. To learn more, visit www.lifehappens.org.
New York Life claimed the top spot in the Insurance: Life and Health category in the 2021 World’s Most Admired Companies ranking from @Fortune.
NEWYORKLIFE.COM
New York Life is #1 in our industry in 2021 Fortune World’s Most Admired Companies ranking.
Over the last 175 years, we’ve grown as a company. All these years of experience is what’s lead to our success. This year, we’re proud to announce that we’ve been selected as Finder’s Best Life Insurance Company for Seniors in 2021. If you’re looking for some expert guidance on everything from life insurance to retirement and more, I’m here to help.
https://www.finder.com/best-life-insurance-companies
This investing primer can help with those future college bills.
FINANCE.YAHOO.COM
How Parents Should Invest Now to Pay for College Later
Make this the year you fix all the holes in your retirement account.
FORBES.COM
Plug That Leak In Your 401(k)
The IRA primer you could be looking for.
KIPLINGER.COM
Traditional IRA Basics: 10 Things You Must Know | Kiplinger
As a company, having your best interest at heart is what has set us apart for over 175 years. Learn how New York Life ranks among the best companies in Newsweek’s annual “America’s Best Customer Service” list.
NEWYORKLIFE.COM
New York Life leads the industry in Newsweek’s America’s Best Customer Service ranking
There have been several changes to RMDs this year. Catch up on the latest here.
FORBES.COM
What You Need To Know About Required Minimum Distributions For IRAs In 2021
Over the last 175 years, we’ve grown as a company. All these years of experience is what’s lead to our success. This year, we’re proud to announce that we’ve been selected as Finder’s Best Life Insurance Company for Seniors in 2021. If you’re looking for some expert guidance on everything from life insurance to retirement and more, I’m here to help.
https://www.finder.com/best-life-insurance-companies
New York Life claimed the top spot in the Insurance: Life and Health category in the 2021 World’s Most Admired Companies ranking from @Fortune.
NEWYORKLIFE.COM
New York Life is #1 in our industry in 2021 Fortune World’s Most Admired Companies ranking.
Over the last 175 years, we’ve grown as a company. All these years of experience is what’s lead to our success. This year, we’re proud to announce that we’ve been selected as Finder’s Best Life Insurance Company for Seniors in 2021. If you’re looking for some expert guidance on everything from life insurance to retirement and more, I’m here to help.
https://www.finder.com/best-life-insurance-companies
Read these tips on how you can help gain financial security during your working years so you can have the flexibility you want in retirement.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
Our clients mean everything to us. That’s why we’re proud to announce our listing in the Top 5 Life Insurance companies from Insure.com’s Ninth Annual 2021 Insurance Companies rankings based on customer satisfaction surveys. I work hard to make sure my clients are satisfied with their coverage. https://www.insure.com/best-life-insurance-companies/
Don't hold out for finding a pot of gold. Get your financial goals in order and let's get to work making your wishes come true.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!
I can't help you catch a leprechaun. But I can help you outline your financial goals and identify the steps to take to reach them. Learn the basics here and give me a call when you're ready. I'd be lucky to work with you.
NEWYORKLIFE.COM
Learn the Basics about Life Insurance and Get Started | New York Life
It may sound crazy, but some experts say that by age 30, you should be saving between 50% to 100% of your annual salary to have a very comfortable retirement. Where do you fit into this range? Learn what you can do now to help.
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
If you’re a business owner with outstanding loans, succession needs, or a family to protect, be sure to watch this video to see how Million Plus Level Term Life Insurance can give you the coverage you need. When you're ready, I’m here to help.
https://bcove.video/3vw7P4x
I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.
Million Plus Level Term Life Insurance gives you a way to protect your business, employees, and loved ones for less than you might expect. Watch this short video and then reach out for more info. https://bcove.video/3vw7P4x
Read these tips on how you can help gain financial security during your working years so you can have the flexibility you want in retirement.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life