George Herrera, Financial Services Professional with Nylife Securities LLC.

George Herrera, Financial Services Professional with Nylife Securities LLC. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers.

I am an Agent licensed to sell insurance through New York Life Insurance Company 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. These testimonials are no guarantee of future performance or s

uccess. 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.

10885 NE 4th Street, Suite 1400
Bellevue, WA 98004
Office: (425) 462-4800
Mobile: (858) 762-2525
CA LIC #: 0K56891

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.
03/14/2024

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
03/12/2024

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/3wPJ6NL

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2...
12/18/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

11/28/2023

Did you know that long-term care insurance typically covers both in-home care, as well as care received at a specialized facility like an adult day care, assisted living facility, nursing home or memory loss unit?

Our Long-term care insurance offers coverage for not only nursing homes, but also at home, community settings, and assisted living facilities. Each option with a different level of care.

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. He...
11/26/2023

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits.

You can stash away an extra $500 in most retirement savings plans in 2024.

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things th...
11/23/2023

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

Did you know that neither Medicaid or Medicare, nor your health insurance will pay for extended long-term care services?...
11/22/2023

Did you know that neither Medicaid or Medicare, nor your health insurance will pay for extended long-term care services? Learn more about these programs during Long-Term Care Awareness Month
https://bit.ly/3MUn4yq

529 savings plans are a solid option to save for your kid’s education, but can now also supercharge your kid’s retiremen...
11/20/2023

529 savings plans are a solid option to save for your kid’s education, but can now also supercharge your kid’s retirement. Take-a-look at how this can work.

A provision in the SECURE 2.0 Act now allows individuals to convert unallocated money in a 529 plan into a Roth IRA.

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/15/2023

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

Risk management expert, Mark Browne explains why premature death and disability protection is essential for long-term fi...
11/09/2023

Risk management expert, Mark Browne explains why premature death and disability protection is essential for long-term financial security. Learn more.

Protecting your income sources is a key part of managing financial risk. Learn how life and disability insurance can help with your long-term financial goals.

01/30/2023

Whether you’re reviewing employer benefits, changing jobs, or have a life change, now is a great time to connect, so I can work on a customized strategy to protect your income—and your future. Let’s talk soon.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Figuring out how long you and your loved ones can afford to live without a paycheck if you were sick or injured can be d...
01/20/2023

Figuring out how long you and your loved ones can afford to live without a paycheck if you were sick or injured can be daunting. A new solution from New York Life can help protect a portion of your income. Watch this short video and let’s connect.
https://bcove.video/3m5NP4H

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Bellevue, WA
98004

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