" Through each season of life, we're there for you."

 

   

Personal Planning For:

  • Supplement Retirement Income
  • Mortgage Protection
  • Estate Conservation
  • College Funding Programs
  • IRA Funding
  • Charitable Giving
  • Life Insurance Needs
  • Tax-Deferred growth through
    Fixed-Deferred Annuities*
  • Long-Term Care Insurance
  • Disability Protection**
  • Health Insurance**

Business Planning For:

  • Business Continuation
  • Buy-Sell Funding
  • Deferred Compensation
  • Executive Bonus
  • Key Person Protection
  • Voluntary Payroll Deduction
    Programs
  • Qualified Plan Funding:
    -SEPs
    -Keoghs
    -401(k)
    -Pensions
  • Employee Benefit
  • Group Health Insurance**

 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.


Jeff 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 WA, OR, and ID. No insurance business may be conducted outside these states referenced.


Jeff is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of WA, ID and OR. No offers may be made or accepted from any resident outside the specific states referenced.


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


** Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.  

Jeff is licensed to offer mutual funds and variable products. market Watch information is provided for informational purposes and is not considered an offering of securities.

 

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