Christy Bell - CLTC, RICP, Financial Services Professional

Christy Bell - CLTC, RICP, Financial Services Professional Registered Representative offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

6100 Fairview Road
Suite 400
Charlotte, NC 28210
615.473.9646

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success

Registered branch address:
802 Fairview Road, Suite 600 Asheville, NC 28803

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
08/07/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4wNn4oZ

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/03/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/45yQXxc

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/03/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4fuulUw
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
07/22/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4fdkjHc

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4yDfZc0
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing ...
07/17/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies comp...
07/14/2026

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies complementing one another. Annuities can be a key component in building reliable income within a comprehensive financial plan.

Let’s talk about solutions designed to support your long-term goals.

*McKinsey & Company, U.S. Retirement Industry Report, recent edition.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
07/10/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

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Asheville, NC
28805

Opening Hours

Monday 8am - 6:30pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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