A financial professional by your side Do you have more financial responsibilities than resources? That's not uncommon these days 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.For young families there's nothing more exciting than new beginnings. That is, of course, if you know where you're going.
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.For young families there's nothing more exciting than new beginnings. That is, of course, if you know where you're going.
Services
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.
Whole life insurance is for those looking for lifetime protection with added benefits. In addition to providing a guaranteed life insurance benefit, it also offers an important way to save for the future, helping you to be prepared for whatever lies ahead. With Whole Life, the cash value of your policy grows tax deferred-which means you can use it whenever you need to, whether for a new home, college tuition, or an income stream in retirement.*
There are lots of ways to maintain your lifestyle later on in life. A guaranteed income annuity is one good way to do it. Most people think of an annuity as a pension-like stream of income. When you have one, you basically get a steady "paycheck" for the rest of your life-so you can worry less about managing your money and focus more on living your life.
Reviews (7)
Michelle Ramolete
Aug 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Scott Herrell is an excellent agent to work with. He provided my husband with a thorough explanation of recent changes to tax law that affects whole life and custom whole life products. He also provided me with guidance regarding setting up a new account. My husband and I are both pleased with his service.
Scott Herrell is an excellent agent to work with. He provided my husband with a thorough explanation of recent changes to tax law that affects whole life and custom whole life products. He also provided me with guidance regarding setting up a new account. My husband and I are both pleased with his service.
Erica Gallegos
Aug 18, 2021
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Manjeet Singh
Dec 11, 2020
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Positive: Professionalism, Responsiveness
Working with Scott has been a wonderful experience!! Highly recommended for all your insurance needs. Scott is like family now and he has all the answers to your questions. Experienced, respectful, and reliable. Anybody looking for insurance can look no further than Scott, your definitely in safe hands!!
Working with Scott has been a wonderful experience!! Highly recommended for all your insurance needs. Scott is like family now and he has all the answers to your questions. Experienced, respectful, and reliable. Anybody looking for insurance can look no further than Scott, your definitely in safe hands!!
Shellie Divine
Oct 25, 2019
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Scott is an awesome agent! He is very patient and explaining all the different options that you have. I appreciate his due diligence to find me the right policy and make sure I get all my needs met. He’s been my agent for 11 years and extremely helpful as our situations change in our journey of life. thank you Scott for all your wisdom and patients.
Chris Moran
Aug 10, 2019
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As a local business owner in Fresno, it was important that my family have the right amount of coverage. Scott Herrell provided me the depth of expertise I needed to weigh all of my options for a whole life policy. I have recommended Scott to several business associates and friends. And I was also happy to be with a company that has been around for as long as New York Life. Highly recommend Scott Herrell
Max Gonzalez
Jun 12, 2018
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My father has been with New York Life since he got out of the Vietnam war, so I figured i would see what they had to offer me. I contacted Scott and he was immediately able to direct me with a Whole Life Insurance that would meet the goals i have in my life. Scott was receptive to to all my requests and was always quick to respond to my questions. Scott is a great agent with a ton of knowledge and really looks to cater to his clients. Thanks again Scott.
Max Gonzalez
Max Gonzalez
Dr. Brenda Elensky
May 20, 2018
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Scott has been my family’s financial agent since 2001. He is a professional who is extremely knowledgeable when it comes to understanding my family’s life insurance and financial needs. Scott always takes the time to address all of our questions, concerns, and issues. Anytime we contact Scott, he remembers us and our situation. He is excellent about returning messages and keeping in touch with us. We highly recommend Scott for your life insurance needs and your investment goals. Scott, thank you for guiding us.
