Ben's Insurance Practice

Connecting with clients to implement creative planning solutions through New York Life.

05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

Retirement budgeting—Manage retirement spending | New York Life 04/24/2023

From trips with the grandkids to weekends by the lake, you probably know how you want to spend your retirement. Perhaps just not how to spend during your retirement. Here are three tips that can help you budget more efficiently in your golden years.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

04/21/2023

Want to know how much unpaid work family caregivers provide each year? AARP estimates the value to be around $600 billion. That’s a BIG number—and one of the main reasons why families should have a plan of care in place BEFORE it’s needed. https://bit.ly/3LjQTYP

Retirement Planning Considerations | New York Life 04/19/2023

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some preparation and a little help, however, you can have peace of mind while working toward your future. Read these tips and let's talk.

Retirement Planning Considerations | New York Life When financially preparing for retirement, remember to consider five things about income sources and preparation.

04/18/2023

Insurability can be difficult to acquire the older we get. Lock in a cheaper rate today while you are young and healthy and save on expenses in the long run.

Term vs whole life insurance 04/17/2023

Term life and whole life insurance are the two most common policy types, but they differ in a variety of ways. Review this comparison of the two, and learn which one might be the better option for you.

Term vs whole life insurance Bankrate’s experts highlight the differences between term vs. whole life insurance.

How to Get Your Long-Term Care Planning on the Right Track 04/17/2023

A recent study found that while 29% of consumers researched long-term care plans, only 16% implemented one. Here are five steps you can take to get your long-term care planning on track.

How to Get Your Long-Term Care Planning on the Right Track Many of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.

04/12/2023

Are you worried about the impact inflation is having on your finances? If so, be sure to take a look at this “Inflation Cheat Sheet” from AARP. It answers many of the questions people are asking and will hopefully make you feel a whole lot better. https://bit.ly/414yPr7

04/10/2023

Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your financial strategy.

How to Retire 10 Years Early - NerdWallet 03/28/2023

A NerdWallet survey reports retiree-hopefuls plan to leave full-time work at age 57. If you’re interested in doing the same, then take these steps to retire 10 years earlier.

How to Retire 10 Years Early - NerdWallet A new NerdWallet survey finds that retiree-hopefuls plan to leave full-time work at age 57, on average. Here’s how you can bow out of the workforce a decade early.

Why you shouldn’t leave life insurance to the ‘luck of the Irish’ 03/13/2023

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...

03/06/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/41NYXr7

What is a Beneficiary? | New York Life 03/06/2023

Spring is a time of renewal, and a great reminder to start thinking about what you want to leave for the next generation. Learn what you need to know about selecting a beneficiary and reach out if you have any questions.

What is a Beneficiary? | New York Life Learn more about the importance of a designated beneficiary on your whole life insurance policy and why working with a New York Life agent may benefit you.

02/20/2023

Put your skills to the test in Donation Dash and score points to help boost our donation to your team’s local Boys & Girls Club. https://nyl.co/3YL31GK

02/19/2023

Donation Dash is back helping ACC and Pac-12 fans put their love into action by supporting their team’s local communities. Click to play and help your team’s local Boys & Girls Club earn a larger donation from New York Life. https://nyl.co/3Z45dcc

Whole Life vs Universal Life Insurance | New York Life 02/18/2023

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.

Whole Life vs Universal Life Insurance | New York Life Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

How to Pay for College | New York Life 02/16/2023

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.

Is Whole Life Insurance a Good Investment? | New York Life 02/16/2023

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

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.

02/16/2023

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01/26/2023

It helps having someone on your side who can address all your needs. That's why I am proud to have recently received my specialization in retirement planning. Whether you’re saving for the future or protecting the savings you’ve built, let’s create a strategy that works for you.

12/26/2022

May the Christmas season bring happiness and joy to you and your family.

Gifting Life Insurance To A Child | New York Life 12/19/2022

Give children more than just toys this holiday season—give them a head start on a lifetime of financial security with life insurance. Click here to learn more about this unique gifting opportunity and reach out if you have any questions.

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.

Learn To Adjust To Caregiving For A Spouse | New York Life 12/05/2022

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesitation. Learn how you can be better prepared to handle a long-term illness or injury.

Learn To Adjust To Caregiving For A Spouse | New York Life Being a caregiver for a spouse can be emotionally, physically, and financially taxing. Learn from New York Life what you can do to help prepare.

Whole Life Insurance as an Investment | New York Life 12/02/2022

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

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

11/14/2022

This month we give thanks to our military servicemembers and their loved ones who support them every day. The sacrifices you make for your families and ours will always be remembered.

Whole Life Insurance as an Investment | New York Life 11/11/2022

Amid the mounds of mashed potatoes and slices of turkey, your family remains the centerpiece of —and your life. Once the last cup of coffee has been poured, learn how whole life insurance can help keep the ones you love protected.

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

11/10/2022

is a time to remember and give thanks to the heroes who have protected our country. Together, we thank you.

Long-Term Care Insurance - Cover Your Retirement Costs | New York Life 11/06/2022

How are your loved ones preparing for long-term care? Learn about available solutions during Long-Term Care Awareness Month.

Long-Term Care Insurance - Cover Your Retirement Costs | New York Life Retirement is costly, especially if you need help taking care of yourself. Protect your comfortable lifestyle with long-term care insurance from New York Life!

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Videos (show all)

Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your...
Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, N...
Put your skills to the test in Donation Dash and score points to help boost our donation to your team’s local Boys & Gir...
Donation Dash is back helping ACC and Pac-12 fans put their love into action by supporting their team’s local communitie...
As an agent, I take pride in providing a product unlike any other. So, you'll see why our new commercial means so much t...

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6100 Fairview Road
Charlotte, NC
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