Products

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease*. This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans*.

Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.

Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity1 that pays income right away, or a tax-deferred fixed annuity1 that allows you to set aside money until you need it2. Either way, you will be assured a steady, dependable source of income for life.

Investments# - We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products3. If we don't offer it, chances are we can assist you.

To learn more about our products and services, please feel free to give me a call or request a free consultation. I'll be happy to answer all your questions.

 

*Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.

^Guarantees are backed by the claims-paying ability of the issuer.

#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.

1Issued by New York Life Insurance and Annuity Corporation (A Delaware Corporation)

2Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.

3Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

 

 

 

 

 

 

Newsletters

Subscribe to our Newsletter
Life moves pretty fast these days and situations happen even faster, however, you sure don't have to go though any of it alone, I am here to help from the most basic need to the most extraordinary, I offer all the simple solutions from single need based planning to the most comprehensive. Located in the Sandhills of Nebraska I am still one of the few that make Financial House Calls to serve my clients where there is a need to do so, and technology services are available from your location. We are more than happy to accommodate almost any schedule. During Calving, Planting, Tax and Harvest seasons I work hard to make it all work for you.