Leroy Gilchrist, Agent with New York Life

Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life

Is Whole Life Insurance a Good Investment? | New York Life 07/05/2023

Just because it's summer doesn't mean there'll always be sunny days ahead. Learn how whole life insurance can not only provide protection for whatever may come your way, but can also be good for your portfolio as well.

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.

Term Life Insurance - Protection For A Period of Time | New York Life 07/05/2023

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly cost of your cell phone service. Just call or text me for your personalized quote.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Retirement budgeting—Manage retirement spending | New York Life 07/04/2023

For some, retirement can be a time for new adventures. But the thought of outspending your savings can hang like a dark cloud. Before you run for cover, read these tips on managing retirement spending and let’s make sure you're set for sunny days ahead.

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.

07/04/2023

From backyard BBQs to fireworks in the park—hoping your Fourth of July is filled with food, family, and fun! From my family to yours, happy .

06/28/2023

When it comes to being financially prepared, a one-size solution doesn't always cut it. With our term life's customizable options, you can create a solution that's perfectly suited to your needs. https://nyl.co/3Xstmtc

Term Life Insurance - Protection For A Period of Time | New York Life 06/26/2023

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Owe The IRS Money? Here’s How To Get A Better Deal 06/22/2023

Owe the IRS money? Apply for an Offers in Compromise (OIC) to help you settle your tax debt. Learn more about the OIC process, in this article.

Owe The IRS Money? Here’s How To Get A Better Deal Taxpayers dread owing money to the government.

Council Post: Six Tips For Keeping A Successful Business Going 06/21/2023

Embracing these six principles can help you maintain a successful business and grow it into a thriving enterprise.

Council Post: Six Tips For Keeping A Successful Business Going Maintaining a successful business requires passion, focus and a strategic approach.

Term Life Insurance - Protection For A Period of Time | New York Life 06/21/2023

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see how easy it can be to protect their lifestyle and future. If you have any questions or need a personal quote, I’m here to help.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

06/20/2023

What have you done to pursue your dreams?

6 Signs It's Time to Hire Your First Employee | Entrepreneur 06/20/2023

How do you know it’s time to hire more employees for your business? Look for these 6 signs to figure out when it’s necessary to grow your support staff.

6 Signs It's Time to Hire Your First Employee | Entrepreneur At a certain time, your business will begin to scale, and you won't be able to maintain the same output level if you don't have some help.

06/19/2023

According to Mark Browne, an expert on risk management and insurance, cash value life insurance can be a powerful wealth building tool. This video shows how the tax advantages compare favorably to some popular individual retirement vehicles. https://nyl.co/42PbcmC

06/17/2023

Protecting your business. This short video has practical tips for keeping a business viable in the event of the sudden death of the owner and minimizing the impact on customers, employees, lenders, and suppliers. http://bit.ly/1QM5dZe

06/16/2023

Benefits and pitfalls of buy-sell agreements every advisor should know
Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circumstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses.

nyladvisors.com

Term Life Insurance - Protection For A Period of Time | New York Life 06/16/2023

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Contact me to learn how a portfolio approach may be less expensive than a single life insurance policy and still provide the protection your family needs.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

06/15/2023

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future. https://bit.ly/3XdlzQ2

06/14/2023

Talking to your kids about money is the first step toward securing their financial future—but planning for their future isn’t something you have to do alone. Let’s talk about what you can do now to maximize their college education savings for the future. Contact me today. https://bcove.video/2YuxifK

06/14/2023

While juggling the financial responsibilities of taking care of loved ones, don’t forget about your own finances. The right life insurance policy can help you care for them and help you save for retirement. Contact me today to learn more. https://bcove.video/31q0VRf

Combining Finances After Marriage | New York Life 06/08/2023

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the avalanche and snowball methods can help you stay cool while having fun in the sun with your number one.

Combining Finances After Marriage | New York Life Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

Term vs. Permanent Life Insurance | New York Life 06/07/2023

Deciding between charcoal and gas was easy. Making decisions about your family's security can be a bit tougher. This , learn the difference between term and perm life insurance and let's get cooking on your financial strategy.

Term vs. Permanent Life Insurance | New York Life New York Life helps you learn the differences between term and permanent life insurance and compare their unique benefits to find the one right for you.

06/06/2023

Focusing on your health means more than just exercising. There's your mental health, marriage health, and financial health to consider too. This , learn how term insurance can be your first step toward a lifetime of financial security.

Term Life Insurance Considerations | New York Life Term insurance can often be the solution for purchasing protection for the near future. Learn about when and why term life may be the best choice for you.

06/06/2023

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs

06/05/2023

For children missing their fathers, celebrating today can be both challenging and confusing. Whether caring for a grieving child in the classroom or at home, these tips can help provide some guidance.

Father’s Day May Not Be Easy For Some Students | New York Life Foundation Father’s Day May Not Be Easy for Some Students

Is Whole Life Insurance a Good Investment? | New York Life 06/05/2023

Looking forward to the simple days of summer? I'll be your financial security concierge. Sit back, relax, and learn why whole life insurance can be good for your portfolio. When you’re ready, just give me a ring and I can guide you the rest of the way.

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.

More Americans are dealing with tax filings for trusts as older boomers pass away 06/02/2023

Tax professionals are seeing more taxpayers dealing with estate and trust taxes. This article highlights what you need to know about trust, the two types of trust, and trustees tax filing obligations.

More Americans are dealing with tax filings for trusts as older boomers pass away The number of income tax returns for estates and trusts (Form 1041) increased by 14.9% to 3.24 million in 2021 from 2.82 million in 2020.

06/02/2023

We’re here to give you financial guidance tailored to your needs and goals. Let’s work together to create a financial strategy that helps you protect what’s important and prosper for years to come.

Dylan Huang shares why financial guidance isn’t always man versus machine. 06/01/2023

By protecting your legacy, you can provide a more secure future for the ones you love.

Dylan Huang shares why financial guidance isn’t always man versus machine. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Forbes 2023 College Financial Grades: The Nation’s Strongest And Weakest Schools 06/01/2023

Forbes ranked the fiscal strength of colleges and universities across the nation. Learn what the numbers revealed, in this article.

Forbes 2023 College Financial Grades: The Nation’s Strongest And Weakest Schools Lingering Covid stimulus money, and rising stocks in 2021, gave a temporary financial boost to scores of zombie private colleges. Some of the weakest colleges have embarked on desperate strategic pivots but few will likely succeed.

Most adults make this simple money mistake, and it’s hurting their financial well-being 05/31/2023

65% of people think carrying a small balance on their credit cards each month will improve their credit score, but that misconception can hurt you financial well-being. Here’s why.

Most adults make this simple money mistake, and it’s hurting their financial well-being When it comes to budgeting, saving and managing debt, most adults get some simple fundamentals wrong.

Student loan borrowers get more clarity on Biden’s plan to adjust payment history 05/31/2023

The federal government’s plan to adjust student loan borrower payment history could help get you closer to debt forgiveness. Here’s how:

Student loan borrowers get more clarity on Biden’s plan to adjust payment history Around 3.6 million borrowers will receive at least three years of credit toward loan discharge as a result of the adjustment.

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Videos (show all)

When it comes to being financially prepared, a one-size solution doesn't always cut it. With our term life's customizabl...
According to Mark Browne, an expert on risk management and insurance, cash value life insurance can be a powerful wealth...
Protect your future by being prepared for the unexpected. Learn more about disability insurance today. #DIAM https://nyl...
Help protect your most valuable asset—you. Learn how Individual Disability Insurance can help. #DIAM   https://nyl.co/42...
Learn how disability insurance can help protect your most valuable asset by replacing a portion of the income you could ...
Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, N...
Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your...
You have a lot to think about when it comes to filing your taxes jointly or separately. Learn how it can affect your tax...
Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, N...
Want to bring new life to your portfolio? Steve Parrish, co-director of The American College of Financial Services’ Cent...
Play Donation Dash and have fun for a good cause. The more points you score, the more it will help boost our donation to...
Put your skills to the test in Donation Dash and score points to help boost our donation to your team’s local Boys & Gir...

Address

550 S. Wi******er Boulevard, Suite 405
San Jose, CA
95128

Other Financial Services in San Jose (show all)
Meriwest Credit Union Meriwest Credit Union
5615 Chesbro Avenue
San Jose, 95123

Welcome to Meriwest Credit Union, your trusted financial partner in the Bay Area since 1961. Federally insured by the NCUA. Equal Housing Lender. Meriwest Credit Union is a BBB® ...

Todd Flesner - Cross Country Mortgage Todd Flesner - Cross Country Mortgage
1080 Minnesota Avenue , Ste. 1
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• Personal NMLS238044 • Company NMLS3029 • Equal Housing Opportunity • nmlsconsumeraccess.org

Chloe Bach, Licensed Agent with New York Life Insurance Company Chloe Bach, Licensed Agent with New York Life Insurance Company
550 S WI******ER Boulevard
San Jose, 95128

Agent licensed to sell insurance through New York Life Insurance Company

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Willie Smith Insurance Services Willie Smith Insurance Services
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Shannon C.A. Sanchez, Licensed Agent with New York Life Shannon C.A. Sanchez, Licensed Agent with New York Life
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Agent licensed to sell insurance through New York Life Insurance Company.

Connect Rizoma Connect Rizoma
Araçá
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Financeira, trabalha com todos os tipos de empréstimo.

Derrick Osbeck, Modern Woodmen of America Derrick Osbeck, Modern Woodmen of America
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I work with individuals and families to help them plan for a secure financial future.

Foss Financial Foss Financial
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We help create, maintain & protect assets

Tim Wilkins Tim Wilkins
San Jose

𝐄𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫📊𝟐𝟒/𝟕 Crypto Investment 💯% Successful Withdrawal 𝐏𝐌 Let’s Get Started

Don Crozier - Crozier Mortgage Team Don Crozier - Crozier Mortgage Team
6178 Cottle Road
San Jose

Don has extensive background in all facets of mortgage lending, so he can advise his team members in any situation, from a first-time home purchase to a refinancing. His expertise...

Peter Carbone, Financial Services Professional with Nylife Securities LLC Peter Carbone, Financial Services Professional with Nylife Securities LLC
San Jose, 95128

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.