Products

Investments# - We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs).

Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.

Managed Investment Portfolios: Through Eagle Strategies, LLC, we offer an array of resources and solutions necessary to build a portfolio with a diverse mix of equity, fixed income, and specialty asset classes, thereby helping their clients reach their long-term goals and withstand unforeseen fluctuations.  Our asset-based fee advisory compensation approach results in more comprehensive advice and allows us to stay focused on the holistic needs of our clients. 

Employee Benefits (Retirement): We can help design the right retirement plan for your business no matter the size from 1 to 500.  Whether it is a SEP or SIMPLE or even a robust 401(k), we can walk you through the process of getting it set up and maintaining it.

Employee Benefits (Insurance):  Offered through New York Life we can help you design flexible, affordable, group term life or short/long term disability insurance plans for you and your employees.  When it comes time to process a claim, we offer best-in-class service from our claims management team.

An additional and somewhat unique benefit offered by New York Life is our popular Employee Whole Life.  A permanent, voluntary, life protections that stays with your employees, even if they change jobs or retire.  Coverage is also available for spouses, children and grandchildren.

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 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 plans 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 disability income insurance as well as individual and group health insurance products. 

*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.

#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.

1Early withdrawals may incur charges. In addition to paying income taxes that maybe due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.

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