Beth Mathis, Financial Services Professional, NYLife Securities, LLC

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

I became an Agent with New York Life Insurance Company in 2014 after working for many in the healthcare and sales industries. I graduated from The University of Tennessee at Martin in 1998 and am a proud member of the Henry County community. I live with my son, John Thomas and puppy dog Luke in Paris. I am a member of Rotary International and Quota International. As a licensed Agent of New York Li

Why Mentorship Programs at Work Are Key | New York Life 01/03/2023

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Why Mentorship Programs at Work Are Key | New York Life Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

What’s trending for employee benefits? 12/27/2022

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

What’s trending for employee benefits? During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

Working in Retirement? Here's Why That's Great -- and Why It's Really Not | The Motley Fool 12/22/2022

A study by AARP found 42% of retirees in the U.S. are working in retirement or plan to do so. Take a look at some of the reasons driving this trend and things to consider when making the decision to work longer.

Working in Retirement? Here's Why That's Great -- and Why It's Really Not | The Motley Fool The best approach is to have a retirement strategy so you can work if you want to, but you don't have to.

Should You Retire Early to Get a Larger Lump Sum on Your Pension? 12/21/2022

If you’re thinking of retiring early to get a larger lump sum on your pension, here are some key questions to consider before moving ahead.

Should You Retire Early to Get a Larger Lump Sum on Your Pension? High interest rates are changing the math on pension lump sums.

How to effectively recruit and hire online. 12/20/2022

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the four tips outlined in this article to get started, and contact me for other helpful strategies and solutions.

How to effectively recruit and hire online. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

7 Smart Year-End Tax Planning Moves For Small Business Owners 12/19/2022

Small business owners can use these seven tax-saving strategies to lower their tax liabilities by the end of the year.

7 Smart Year-End Tax Planning Moves For Small Business Owners Now is the time business owners need to do their tax planning. The higher your income the more valuable tax planning can be. Why give the IRS a giant tip?

New York Life recognized for “America’s Best Customer Service” 12/17/2022

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

New York Life recognized for “America’s Best Customer Service” New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

Timeline photos 12/16/2022

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.https://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

Council Post: Why Failure Is A Necessary Part Of The Innovation Process 12/14/2022

Many organizations want to embrace their innovative spirit but fear the consequences of failure. This article explores why failure is important to the innovation process and how you can use it to improve client outcomes.

Council Post: Why Failure Is A Necessary Part Of The Innovation Process In this article, I'll explore why failure is such an important part of innovation processes, why people avoid failure, tips for creating a culture that embraces failure and how I’ve used failure to improve client outcomes.

6 Ways Business Owners Can Retain Employees | New York Life 12/13/2022

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and outlines some of the tools that are available to help. Let me know if you have any questions.

6 Ways Business Owners Can Retain Employees | New York Life Keeping talented workers is essential to any thriving business. New York Life has 6 tips to retain employees and promote a positive workplace environment.

12/12/2022

When it comes to being prepared, you need protection that fits your life. I’m authorized to work with AARP members to help find the life insurance and long-term care protection from New York Life to meet your needs and budget. When you’re ready, let's talk.

AARP Life Insurance and Long-Term Care Options from New York Life AARP Life Insurance and Long-Term Care Options from New York Life

529 Plan Vs. Roth IRA: Which To Use For College Savings | Bankrate 12/09/2022

With the cost of tuition rising annually, you’ll want to maximize your college savings and take advantage of every available option. Here are the pros and cons of using a 529 savings plan or a Roth IRA to pay for college.

529 Plan Vs. Roth IRA: Which To Use For College Savings | Bankrate Here are the pros and cons of using a 529 or a Roth IRA to pay for college.

Americans Adjust Debt Management and Investment Strategies as Inflation Continues to Pose Challenges 12/08/2022

New York Life’s latest Wealth Watch survey found that people are coping with inflation by adjusting debt management and investment strategies. Take a look at other ways people are addressing economic concerns in this article.

Americans Adjust Debt Management and Investment Strategies as Inflation Continues to Pose Challenges NEW YORK, November 09, 2022--As inflation continues to pose challenges for American adults’ financial strategies, New York Life’s latest Wealth Watch survey has found that people are coping by adjusting debt management and investment strategies, although the financial guidance informing these st...

Resources for Bereaved Children and Families | New York Life Foundation 12/07/2022

1 in 13 children in the U.S. will experience the death of a parent or sibling by age 18.* That’s why the New York Life Foundation is dedicated to increasing the awareness of grief support in schools. Learn more here.

Resources for Bereaved Children and Families | New York Life Foundation The New York Life Foundation supports Children's Grief Awareness Month, an annual campaign to raise awareness that children and teens grieve too.

How to Keep Employees Satisfied | New York Life 12/06/2022

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers stay happy and productive. Feel free to look it over and reach out to me for more recommendations.

How to Keep Employees Satisfied | New York Life It is vital to support the happiness and productivity of your workforce. Learn how through open communication and a strong benefits package from New York Life.

When my husband died tragically at 37, I was completely shattered. But there was a saving grace: life insurance. 12/05/2022

In this essay, a widow shares how her late husband’s life insurance provided a safety net after his sudden death and how she used the money to begin to rebuild her life.

When my husband died tragically at 37, I was completely shattered. But there was a saving grace: life insurance. When Allison Nichol Longtin became a widow suddenly at age 31, her life insurance benefits kept her afloat while she coped with the tragedy.

How much will you need to retire? Good question. 12/03/2022

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.

How much will you need to retire? Good question. Start saving by asking questions.

Small Business - Protect, Reward, and Plan | New York Life 11/30/2022

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutions can help give you a competitive advantage.

Small Business - Protect, Reward, and Plan | New York Life Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Family Finance Management | New York Life 11/29/2022

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have important financial discussions with your family. Read these tips and let's explore your options together.

Family Finance Management | New York Life Learn more about the importance of talking to your family about inheritance, guardianship and living wills.

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94 Brookwood Place
Paris, TN
38242

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
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Saturday 9am - 1pm

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