Barry Weinbaum, Registered Representative with Nylife Securities LLC

Barry Weinbaum, Registered Representative with Nylife Securities LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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. Add

itionally, 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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA ins lic .

6901 Rockledge Drive
Bethesda, MD 20817
732-735-5413

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:
4667 Luxberry Dr
Fairfax, VA 22032

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum pay...
09/08/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

09/01/2026

Do you know where tax rates will be when you retire? Neither do we. Tax diversification can prepare your retirement income for whatever comes next—and help you keep more of your income for the things that matter. https://bit.ly/4gvNkyx

I am proud to have once again qualified for the prestigious NYL Presidents Council. I look forward to gathering for a we...
08/29/2026

I am proud to have once again qualified for the prestigious NYL Presidents Council. I look forward to gathering for a week of collaboration with my colleagues in early October!

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider th...
08/27/2026

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider their reliance on traditional diversification strategies and rethink how they manage risk in portfolios. Learn more in this week's : https://bit.ly/3Sd2n6X

Research shows that retirement planning has become increasingly integrated with investment and insurance strategies comp...
08/25/2026

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.

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in ret...
08/20/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

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

*SECURE 2.0 Act of 2022 legislative updates.

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of...
08/18/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goal...
08/13/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’...
08/11/2026

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’s talk about how annuities can help you achieve a financially secure retirement.

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA ...
08/06/2026

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

Address

6901 Rockledge Drive
Bethesda, MD
20817

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