Products

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. We help our clients to think through the appropriate amount and type of coverage for their specific needs. Having the exert knowledge and ability to educate our clients on the finer points of temporary and permanent coverage is an essential cornerstone of any financial plan. We work with our clients to help them understand their situation and decide what are their best options.
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 annuity1that pays income right away, or a tax-deferred fixed annuity1 that allows you to set aside money until you need it2. Either way, you will be assured a steady, dependable source of income for life.
Mutual Funds: There's no question that the stock market is one of the best places to outpace inflation and is a key factor in most individual accumulation strategy. I am proud to offer over 10,000 different funds from all risk classifications. Whether you are looking for growth, income, domestic or international opportunities, we have something that will work best for your portfolio.  
Other Products: We have established relationships with many carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products3. If we don't offer it, chances are we 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.​

 

*Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.

^Guarantees are backed by the claims-paying ability of the issuer.

1Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)

2Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.

3Products 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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