Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms. Iris Kozak is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA CA Ins.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms. Iris Kozak is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA CA Ins.
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One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence. Why do we do it?
Instead, I'll work with you to create a strategy that's based on your individual needs and objectives. Let's talk: That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for us both. Be open and honest: I'll try my best to anticipate your needs, but will never assume anything.
Life Insurance: A life insurance policy is an effective way to protect your family's lifestyle and future, and we offer several different types of life insurance that can be tailored to your unique needs. Some provide temporary protection for shorter-term needs, while others are best for long-term or permanent protection.
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 withdrawals 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.
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