Behnaz Mistry, Agent with New York Life Insurance Company

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Bethesda, MD
Behnaz Mistry, Agent with New York Life Insurance Company

Financial Services Professional: Guiding Families & Business Owners To Protect What Matters ❤️ | Build Tax-Free Wealth 💰 | Retire with Confidence 😊

Nine years ago, I entered the world of financial services after seeing too many hardworking people—successful professionals, devoted parents, and ambitious business owners—grappling with the same fear:�
“Am I doing enough to protect my future and the people I love?”

They were earning well, growing businesses, and raising families—but lacked a clear, confident plan.

*Professionals wondered if their savings would support the lifestyle they envisioned in retirement.
*Business owners were concerned about succession planning, tax exposure, and how to retain top talent. Today, I help individuals and business owners:

*Protect their families and their livelihood through personalized insurance strategies
*Grow wealth in smart, tax-efficient ways
*Turn retirement dreams into, realistic plans

My mission is to remove complexity and replace it with clarity, confidence, and a long-term plan tailored to each client’s life and legacy goals. Let’s connect if you’re ready to talk about the future you want to create—or simply need a second opinion. 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 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. I am not licensed in all jurisdictions. New York Life Insurance Company
6905 Rockledge Dr. Ste 900
Bethesda, MD 20817
202-695-2152

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. CA License #4459062

10/30/2026

🎃 Halloween weekend is here!

Important question:
Which Halloween candy disappears first at your house?

🍫 Reese’s
🍫 Kit Kat
🍬 Skittles
🍫 Snickers
🍭 Something else

And the bigger question…

Are you actually handing it out to trick-or-treaters, or did you buy your favorite candy knowing exactly what would happen? 😄

Happy Halloween! 👻🎃

Defend your #1 Halloween candy in the comments.

Hashtags:

10/28/2026

Your life can change a lot in a few years.
Your life insurance needs can change too.

🏠 New house?
👶 New child?
💍 Marriage?
💼 New business?
📈 Higher income?
🤝 New business partner?
🎯 Different long-term goals?

These can all be reasons to take another look at your coverage.

If you’ve checked one or more boxes recently, it may be a good time for a review.

10/26/2026

Protect Their Tomorrow

Life insurance asks us to think about a difficult “what if?”

But the purpose is really about something much more positive:

Helping protect someone else’s tomorrow.

For a family, that could mean helping replace income, paying the mortgage, addressing education expenses, or providing financial resources during a difficult transition.

For a business owner, it could mean helping provide liquidity for a succession strategy or addressing the financial impact of losing a key person.

Ultimately, life insurance is one tool that can help turn concern about uncertainty into preparation.

Who—or what—depends on you financially? That’s a good place to begin the conversation.

10/23/2026

Friday “Would You Rather?” 🍂

Would you rather have:

A: Perfect fall weather every weekend 🍁

OR

B: A three-day weekend every month 🎉

You can only pick one.

We have a feeling this one might be close.

Team A or Team B? Comment below!

10/21/2026

Term vs. permanent life insurance—what’s the difference?

⏳ Term: Coverage for a specified period.

♾️ Permanent: Designed for lifelong coverage, subject to the policy’s terms and premiums, and may build cash value.

Neither automatically makes sense for everyone.

The right conversation starts with your needs: What are you protecting? For how long? And what fits within your overall financial plan?

Questions about the differences? Let’s talk.

10/19/2026

Life Insurance & Business Ownership

You’ve spent years building your business.

So here’s an important planning question:

What happens to the business if something happens to you—or your business partner?

Without advance planning, surviving owners and family members could face difficult financial and ownership decisions at an already difficult time.

Life insurance can sometimes be incorporated into business succession and buy-sell strategies to provide funding when an insured owner dies.

The details matter. Ownership structure, beneficiaries, agreements, tax considerations, and coverage should all work together.

If your business has grown or changed since your succession plan was created, consider reviewing the plan with your financial, legal, and tax professionals.

10/16/2026

Friday question:

If someone gave you an unexpected three-day weekend with absolutely nothing on your calendar, what would you do?

✈️ Take a quick trip
🏠 Stay home and recharge
⛳ Hit the golf course
🍽️ Try a new restaurant
🏕️ Head outdoors
😴 Sleep—and make absolutely no apologies for it

What are you choosing?

10/14/2026

You insure your building. Your vehicles. Your equipment.

But what about the people your business depends on?

For a business owner, life insurance may play a role in strategies designed to address the financial impact of losing an owner or other key person.

It can also be part of properly structured succession and buy-sell planning.

Your business represents years of work. Protecting it means thinking beyond the risks you encounter every day.

If you own a business, when was the last time you reviewed your continuity plan?

10/12/2026

A Common Life Insurance Planning Scenario

Imagine a family with two incomes, a mortgage, growing children, and long-term goals.

Over the years, salaries increase. They move into a different home. Expenses change. Savings grow.

But one thing hasn’t changed:

The life insurance purchased years ago.

This is why reviewing coverage matters.

The policy that fit your life five or ten years ago may—or may not—fit the life you have today.

Marriage, children, a new home, career changes, business ownership, divorce, and approaching retirement can all be reasons to revisit your protection strategy.

When was your last life insurance review? If you can’t remember, it may be time for one.

10/09/2026

This or That — Fall Edition

It’s time for a little Friday Fall Face-Off. 🍂

Pick one from each:

☕ Pumpkin spice OR hot chocolate?
🎃 Pumpkin patch OR haunted house?
🏈 Football OR fall movie marathon?
🍎 Apple pie OR pumpkin pie?
🍂 Mountains OR cozy weekend at home?

We’ll start: choosing between apple and pumpkin pie seems unnecessarily difficult. 😄

Post your choices below!

Address

6905 Rockledge Drive Suite 900
Bethesda, MD
20817

Website

https://www.newyorklife.com/agent/bmistry

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