Dr. Jacqueline Conroy, Agent with New York Life

With the right guidance, life insurance can be a simple and efficient way to transfer wealth from one generation to the next. Matt Pate of the Nautilus Group, a service dedicated to supporting New York Life’s premier agents and clients, explains more.

Three benefits of using life insurance as a wealth transfer tool. Matt Pate, the Department Head of Nautilus Plus at the Nautilus Group, discusses the value of Life Insurance as a generational wealth transfer tool.

No matter what changes you have in your career, your individual disability insurance policy is there to help ensure there are no gaps in coverage, and can supplement and support any coverage you have at work.

What would happen if you couldn’t work due to a sickness or injury? How would you continue to pay for your every day expenses? Get disability insurance to help protect your income!

One-on-one guidance from financial professional at a Fortune 100 company–what’s better than that? As a New York Life agent, I’m ready to help your business both now and into the future. View the short video below to learn more of the benefits we provide.

What Can an Agent Do for Your Business? | New York Life What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

Your employees see the value in a strong, meaningful benefits package. With our voluntary Employee’s Whole Life Insurance, your employees can purchase permanent life insurance protection. Read more below:

Employee’s Whole Life – Insurance Protection | New York Life Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

"The success of your business matters for your immediate future and down
the road. At New York Life Business Solutions, we are committed to protecting your local business and helping it grow. Learn more about us at the link below."

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.

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/3JVZT4n
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Survey: Some Americans who plan to retire say they’ll leave the workforce early - NerdWallet Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

New York Life’s commitment to diversity, equity, and inclusion is ingrained in who we are and how we operate. That's why we're so proud to be ranked #26 in Forbes' list of America's Best Employers for Diversity.

America's Best Employers For Diversity 2022 Forbes partnered with market research company Statista to survey 60,000 Americans and pinpoint the companies they identified as most dedicated to diversity, equity and inclusion.

Looking for a gift for the children in your life that will grow with them every step of the way? Learn how life insurance can help give them a lifetime of financial protection—while also helping them prepare for some of life’s most important milestones.

Gifting Life Insurance To A Child | New York Life Gifting life insurance to a child or grandchild shows just how much they mean to you. New York Life tells you what you need to know.

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.

From inflation concerns to debt, there's no shortage of headwinds for young people these days. That's why it's important to have a financial strategy. Here are some tips that can help.

Strategic Financial Advice for Young Adults | New York Life Use these financial tips when planning personal finances as a beginner. Develop strong financial management strategies to guide your plan.

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness. https://www.eaglestrategies.com/public_files/Financial_Planning_Tips_-_FINAL.pdf

I'm so grateful to be part of the Grief-Sensitive School network where we have access to supportive resources like . The read-aloud provides us an opportunity to raise awareness about grief resources.

Grief-Sensitive Schools Initiative | New York Life Foundation Sign up to partner with New York Life in their effort to establish supportive, grief-sensitive school environments for bereaved students.

The warnings that a recession may occur continues but fears that it will happen in 2023 are fading. Here’s why.

U.S. May Avoid a Recession in 2023 | Entrepreneur Decreasing inflation and strong job growth suggest a potential economic decline in the near future may not happen.

Here are eight things to look for before you sign the dotted line on your business loan offer.

8 Things Entrepreneurs Should Look for When Getting a Business Loan | Entrepreneur If you need funds for your enterprise, it can be very tempting to go for the first business loan on offer. However, there are a number of things you should look for before you sign on the dotted line.

Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.

What You Need To Know About Annuities And Interest Rates The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.

Paying for college can be hard for many young families no matter what state the economy is in. If you're looking for a little help, read these strategies and let's talk.

How to Pay for College | New York Life Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

Wealth Watch: Gen Xers are the most worried about their financial health. New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

Lucky charms may be great at helping you feel lucky, but rarely do they lead to a pot of gold. Instead, read these four tips on how to make your own financial luck this St. Patrick's Day.

Why you shouldn’t leave life insurance to the ‘luck of the Irish’ Leprechaun-catchers from Chicago to the Emerald Isle can thank the 'luck of the Irish' for ensuring that nothing needing a life insurance policy will befall themselves or their family. But for the rest of us who haven’t found that pot of gold, we cannot rely on catching leprechauns to protect us f...

Debt can have a significant impact on your credit rating and your future, but paying it down shouldn't be an all-or-nothing approach. This learn how you can better handle debt without limiting your financial future.

Debt management | New York Life Paying off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

For women, the path to financial security can take different turns, so it’s important to have a guide every step of the way. Reach out and let me help you develop a financial strategy that protects the ones you love while securing your retirement.

Life Insurance for Women | New York Life Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

It's Spring! The birds are chirping, the flowers are blooming…and you’re inside working on taxes. But before you let it rain on your parade, here are some resources to help make your tax season a walk in the park.

Frequently Asked Tax Questions | New York Life Look for answers to your most frequently asked tax questions with help from New York Life. Taxes don't have to be confusing or challenging!

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.

Is Whole Life Insurance a Good Investment? | New York Life Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.

“As a mutual company, we operate for the benefit of our policy owners with an unyielding commitment to being there when they need us most.” —Aaron Ball, SVP and head of insurance solutions, service and marketing, New York Life

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.

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedom. This learn what you can do to eliminate debt, and reach out for more tips on achieving financial security.

Debt Payoff Strategies For Millenials | New York Life These 6 debt payoff strategies for millennials from New York Life are designed to help young people keep their head above water and avoid crippling debt.

Thank you Renee Allison-Riley for inviting me, food was great, content was informative, amazing connections and conversations were had by all.

Don't just rely on luck to protect you. Learn how whole life insurance can help you start building cash value while offering lifetime protection for the ones you love most.

Is Whole Life Insurance a Good Investment? | New York Life Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

For women, the path to financial security can take different turns, so it’s important to have a guide every step of the way. Reach out and let me help you develop a financial strategy that protects the ones you love while securing your retirement.

Life Insurance for Women | New York Life Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

Losing an hour of sleep to can be annoying, but losing out on the benefits long-term insurance can provide can be bad for your financial health. Learn how converting from term to whole life insurance can help you rest easier every day.

Converting Term Life To Whole Life | New York Life The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.