Jacob Shea, Agent with New York Life

Jacob Shea, 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

09/29/2022

Your home is at the heart of your family, so why not protect it the same way? Learn how life insurance can help protect the place your family calls home, no matter what the future may bring. https://hearsay.social/3rfdZF4

What Is Term Life Insurance? | New York Life 09/22/2022

If you don’t have life insurance yet, now is the time to get it. Click here to learn about the different options available. If you still have questions, that's what we're here for.

What Is Term Life Insurance? | New York Life If you're interested in buying term life insurance, but not sure how it works, check out our term life guide to learn about policy and coverage.

09/15/2022

Life is full of difficult decisions, but sometimes the right choice can be crystal clear. If someone depends on you financially, you need life insurance! Learn some of the ways it can help you and your loved ones.

09/13/2022

What would your family do if something were to happen to you? Here are 5 ways life insurance can help you and your loved ones find peace of mind and financial security.

09/08/2022

A dollar cost averaging strategy may help investors feel better about the "right time" to invest. See the Dollar Cost Averaging Account interest rate that can be earned with this approach in a variable annuity.: Click the following link for more information. Dollar Cost Averaging Account interest rate that can be earned with this approach in a variable annuity. Click the following link for more information.https://hearsay.social/3RMtTSL{888e9887-b46c-441f-9253-4a0b03499d33}_Flyer_DCAA_Rate_Agency_082222.pdf

09/06/2022

Not sure if you need life insurance? Watch this quick overview of what it can do for you and your loved ones. Reach out if you want to talk about your specific needs.

09/03/2022

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big plans for your future, letʼs talk.

How Long Might The Bear Market Last? 09/01/2022

This article examines three ways you can assess how long the bear market might last and how severe the fall for stocks might be.

How Long Might The Bear Market Last? Here are three ways we can assess how long the bear market might last and how severe the drawdown for stocks might be.

Retirees, Make These Midyear Moves to Cut Next Year's Tax Bill | Kiplinger 08/30/2022

These six midyear tax moves are a great place to start if your goal is saving money next April.

Retirees, Make These Midyear Moves to Cut Next Year's Tax Bill | Kiplinger Save money next April by making these six hot-as-July tax moves.

Social Security Trust Fund Might Not Last As Long As Projected 08/26/2022

This article highlights the steps Congress needs to take to shore up the Social Security program before 2034, to avoid across the board cuts to current and future Social Security beneficiaries.

Social Security Trust Fund Might Not Last As Long As Projected The trust fund is estimated to last until 2034, but that depends on some optimistic assumptions.

Will The Stock Market Be A Good Predictor Of A US Recession? 08/22/2022

This article explores how the stock market and other key indicators can predict the likelihood of a recession in the U.S.

Will The Stock Market Be A Good Predictor Of A US Recession? If a recession unfolds, it is likely to be mild. One reason is U.S. banks are well capitalized and have recently passed recession stress tests. Another is the U.S. economy does not face major imbalances that occur when recessions are severe.

Taxes on I Bonds in 9 Common Situations | Kiplinger 08/18/2022

If you’re thinking about turning to savings bonds to insulate your portfolio from rising inflation, here’s what you need to know about them before making your purchase.

Taxes on I Bonds in 9 Common Situations | Kiplinger Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex.

Reading The Tea Leaves On Retirement Savings Tax Legislation 08/16/2022

Learn more about the impending retirement savings tax legislation and its incentives for individuals and employers.

Reading The Tea Leaves On Retirement Savings Tax Legislation Marie Sapirie examines proposed tax incentives for employer-sponsored retirement plans, and she points out that passage of large retirement savings tax legislation is increasingly likely.

Time-on-Earth Allocation, and Other Money Habits to Teach Your Kids 08/12/2022

Here are five tips to help you teach your children about reasonable spending, budgeting, and saving.

Time-on-Earth Allocation, and Other Money Habits to Teach Your Kids Whether your children are still in pre-school or already heading off to college, it’s never too early to teach your kids these five skills to learn about budgeting, saving, and investing

How To Boost Your 401(k) Balance 08/10/2022

Here are three basic steps you can take to boost your 401(k) and achieve retirement success.

How To Boost Your 401(k) Balance I have mixed feelings about 401(k) plans.

The Retirement Plan Option You Probably Have Never Heard Of 08/08/2022

Did you know you can put additional after-tax money into your 401(k) or 403(b) above the normal $20, 500 per year cap? If this option is available for your retirement plan, use these factors to help you decide whether it’s worth considering.

The Retirement Plan Option You Probably Have Never Heard Of Did you know you can put additional after-tax money into your 401(k) or 403(b) above the normal $20,500 per year cap (or $27k if you'll be age 50 or above this year)?

Retirees remain confident despite inflation impacting short-term budgets. 08/04/2022

Is inflation making you feel less financially secure? If so, you’re not alone. Take a look at what this recent article has to say about the impact inflation is having and let me know if you’d like to hear about some proven solutions.

Retirees remain confident despite inflation impacting short-term budgets. New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

Major life events that can affect your life insurance | New York Life 08/02/2022

Summer is the perfect season to get married, buy a home, welcome a new bundle of joy, or ease into retirement. If any of these big moments are on your summer calendar, remember to update your life insurance. When you're ready, I can help.

Major life events that can affect your life insurance | New York Life Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

Millennials may lose up to $675,000 in Social Security benefits 07/29/2022

Millennials will probably collect less in Social Security than their parents and grandparents, but this article offers some retirement planning solutions to keep you on solid financial ground.

Millennials may lose up to $675,000 in Social Security benefits The loss of lifetime benefits for earnings between $50,000 and $150,000 today would be $365,000 to $675,000,

Term vs. Permanent Life Insurance | New York Life 07/27/2022

Summer can be full of tough decisions—where to travel, what to pack, who can you get to watch the dog? Don't let life insurance be one of them. Learn the differences between term and permanent life insurance and let's talk about which one is right for you.

Term vs. Permanent Life Insurance | New York Life Learn the differences between term and permanent life insurance and compare their unique benefits. New York Life can get you the right fit for the right situation.

MyIncome Protector, Individual Disability Insurance from New York Life 07/25/2022

Wouldn’t it be nice to go to work knowing that a portion of your income is replaced in case of a disabling sickness or injury? Learn about New York Life MyIncome Protector and let’s talk about how it can meet your needs.

MyIncome Protector, Individual Disability Insurance from New York Life 15164A_042022_IDI_eBrochure_client

07/20/2022

Welcome to the Valley Chamber, New York Life Insurance!
The ELITEAM is a group of elite financial professionals operating with a protection-first strategy toward the creation, management, and preservation of wealth. Backed by New York Life Insurance, a Fortune 100 company, with the strength and stability of over 175 years of industry experience. Their passion is helping others and exceeding their client’s expectations.

They strive to serve Eastern Washington and Northern Idaho by cultivating healthy client relationships through high-level planning, exceptional service, and utilizing leading financial solutions. Their five participating members include Krysta Ficca, Larren Wright, Isaac Jordan, Jacob Shea, and their managing partner, Tyson Snook, Partner with New York Life. As a team, and as individuals, they are committed to continuously furthering their education to better serve the ever-evolving needs of their clients, no matter what stage of life they may be in.

07/20/2022

Moody's reaffirmed New York Life’s Aaa rating, making us one of only two companies in the industry with the highest ratings currently awarded to any U.S. life insurer for financial strength. See what other major rating agencies have to say about us.

Financial Strength Ratings from Four Rating Agencies | New York Life New York Life Insurance Company and its subsidiary, New York Life Insurance and Annuity Corporation, earn the highest ratings currently awarded to any life insurer by all four major ratings agencies.

07/17/2022

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

07/15/2022

Now is a great time to protect yourself and the ones you love. Learn how disability insurance can help protect your most valuable financial asset—your ability to earn an income.

07/14/2022

Join us to learn ways to add stability and protection to your retirement strategy.
Date: July 20, 2022
Time: 5:30 PM
Location: Zoom
RSVP: https://hearsay.social/3yIcWRC

National Summer Learning Week - July 11-15, 2022 07/12/2022

At New York Life, we're committed to lifelong learning, especially when it comes to helping support children. Find out about the resources available this to help you keep your kids engaged, learning, and happy.

National Summer Learning Week - July 11-15, 2022 Keep kids learning, safe, and healthy every summer!

Taxes were due in April. The IRS is still processing paper returns amid 'unprecedented' backlog 07/07/2022

If you filed your 2021 taxes and haven’t received your refund: Find out why its delayed and when you may expect it in this article.

Taxes were due in April. The IRS is still processing paper returns amid 'unprecedented' backlog "That the backlog continues to grow is deeply concerning, primarily because millions of taxpayers have been waiting six months or more to receive their refunds."

07/07/2022

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s talk about financial solutions that will work best with your benefits.

Love Takes Action podcast. 07/05/2022

If you haven’t listened to our new podcast series, “Love Takes Action,” then you have a whole season available to you. Our last episode, “When Food is Medicine,” drops today, and like the rest of the series, it’s an interesting and inspirational story. This one takes us to the Twin Cities area of Minneapolis as we learn how the farming tradition of Hmong farmers has garnered the attention of the American Heart Association. It’s a fascinating story.

Love Takes Action podcast. Our lives are defined by key moments, sometimes expected, sometimes unexpected. Love Takes Action season one explores stories of people putting their love in action in real life situations or during extraordinary events, sharing moments of compassion, strength, resiliency, and humanity. Independent....

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