Ian Watson, Agent with New York Life

Ian Watson, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. 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. 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.

595 E. Swedesford Road, Suite 300
Wayne, PA 19087
267-312-3631

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you lo...
02/26/2025

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you locate your account.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

Learn how whole life insurance can help build lifelong security for those you love, while also building cash value that ...
06/17/2024

Learn how whole life insurance can help build lifelong security for those you love, while also building cash value that can be passed on, generation after generation. Reach out, and let's start securing your family's financial future today.

Wondering what is whole life insurance and why do you need it? New York Life tells you everything you need to know.

When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs fo...
06/14/2024

When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs for extended periods of care. Read this article to learn more about how to ensure you're prepared.

Retirement planning requires thinking ahead and being flexible. Check these five items off your savings to-do list to get started.

My firm is throwing a webinar next Thursday for Women’s History Month, If you’re a woman or love the women in your life ...
03/22/2024

My firm is throwing a webinar next Thursday for Women’s History Month, If you’re a woman or love the women in your life I would love for you to attend. It’s also completely complimentary, so scan the code and register!

Watch Dr. Michael Finke, sharing his simple and effective framework for a goals-based retirement income plan.View the we...
09/20/2023

Watch Dr. Michael Finke, sharing his simple and effective framework for a goals-based retirement income plan.

View the webinar on-demand at: https://bit.ly/3rljExb

We focus on valuable and opportunistic strategies in the financial and investment sectors. This has enabled us to create...
06/28/2023

We focus on valuable and opportunistic strategies in the financial and investment sectors. This has enabled us to create a tested and proven pathway over the years for our client's investments. You could benefit from our wealth of knowledge; all you need do is contact us today. https://www.newyorklife.com/agent/iawatson

Some life insurance policies can offer financial protection for a specific duration. In contrast, others accumulate cash...
06/21/2023

Some life insurance policies can offer financial protection for a specific duration. In contrast, others accumulate cash value, offering a living benefit for purposes such as supplemental retirement income or funding for a child's education. Call us today to learn more. (267) 312-3631

Retirement plans can be a mixture of investments and insurance. If you are considering discussing your alternatives and ...
06/14/2023

Retirement plans can be a mixture of investments and insurance. If you are considering discussing your alternatives and learning more about what is the best fit for you, please contact our team today for further information. https://www.newyorklife.com/agent/iawatson

We offer innovative and valuable financing solutions for your short- and long-term economic needs. Operating at the inte...
06/07/2023

We offer innovative and valuable financing solutions for your short- and long-term economic needs. Operating at the intersection between finance and opportunity, we're able to guide you in making solid financial decisions to secure your future. Call us today. (267) 312-3631

Life insurance can be a foundation of financial security for your family after you're gone. The purpose of life insuranc...
05/31/2023

Life insurance can be a foundation of financial security for your family after you're gone. The purpose of life insurance is to offer financial protection in exchange for the premiums you pay to your insurer during your lifetime. Contact us today to learn more about your options. https://www.newyorklife.com/agent/iawatson

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Bala Cynwyd, PA
19004

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