Tom Mason Topinka, Agent with New York Life

Tom Mason Topinka, 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. 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.

10885 NE 4th St Unit 1400, Bellevue, WA 98004

01/23/2024

Protect your future by being prepared for the unexpected. Learn more about disability insurance today.
https://nyl.co/48LjiAf

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest...
01/22/2024

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

01/20/2024

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets.

01/20/2024

"I don’t think of work as work and play as play. It’s all living." ~Richard Branson

If you’re a Social Security beneficiary or planning to apply this year, several key changes can affect what you receive ...
01/15/2024

If you’re a Social Security beneficiary or planning to apply this year, several key changes can affect what you receive and how you qualify.

These Social Security changes in 2024 will change how much you get paid and how you qualify.

01/11/2024

You’re not alone. Many small business owners are struggling to attract and retain employees. Employee’s Whole Life is a great option to improve your benefit package, employee satisfaction and employee morale.

Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

Let’s work together to develop strategies to steer clear of further debt and build savings to reach your financial goals...
01/10/2024

Let’s work together to develop strategies to steer clear of further debt and build savings to reach your financial goals.

These 6 debt payoff strategies for millennials from New York Life are designed to help young people keep their head above water and avoid crippling debt.

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you ca...
01/08/2024

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you can help your child afford the education they need to succeed. Read these tips and reach out if you need any help.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to ac...
01/04/2024

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://bit.ly/3NT5uLL

01/04/2024

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to ac...
01/04/2024

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://bit.ly/3NRgdGq

Using IDITs to reduce taxes and protect assets Want to keep more of your hard-earned wealth in your family's hands? Jeff...
01/04/2024

Using IDITs to reduce taxes and protect assets Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts (IDITs) in this article, diving deep into the nuanced world of transfer taxes, estate taxes, and effective strategies to protect your assets. Using IDITs can not only reduce your taxes but also can ensure your wealth is secured for future generations. It's never too late to start planning your estate, but remember, professional consultation is key to tailor the best strategies for you. Read this article from Jeff Chadwick at Winstead, PC, to learn more!
https://bit.ly/3TP7zfG

Address

10885 NE 4th Street Unit 1400
Bellevue, WA
98004

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