R Ernie Lee, Partner with New York Life, FSCP

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R Ernie Lee, Partner with New York Life, FSCP As a New York Life FSCP® partner, my goal is to help driven, ambitious people fulfill their potential. Join us! How will I be trained? How will I be compensated?

With the backing of a Fortune 100 company, discover how satisfying it can be to shape your own practice and strengthen your community. Ernie Lee brings a wealth of experience in the Billings Community, and a commitment to building lasting relationships with his clients. With a passion for helping individuals achieve their goals, Ernie has become a trusted partner for many in the local community. Many people have grown up seeing Ernie on television for the dealerships he ran here in Billings, and as a community champion for over 30 years. Creating a culture of success for my sales organization is my passion. In considering any career change, many questions may arise, such as: What will be my responsibilities? The answers to these questions depend on many factors. When you sell insurance or financial services, you're not
merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents in Montana provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The
responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives. For more information on the New York Life Sales Agent career, visit our Web site:

http://newyorklife.com/careers

https://nylfinancialprofessionalcareer.com/

New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/02/2026

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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.https://bit.ly...
10/26/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/47JDsvJ

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions?...
10/25/2026

Want to learn about a property tax benefit that may be available to eligible retirees who make charitable contributions? Here’s what you should know.

Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidie...
10/24/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows ...
10/23/2026

Global events can create uncertainty and short-term market swings. While these periods can be unsettling, history shows that markets have demonstrated resilience following significant disruptions.

A clear financial strategy can help keep your attention on long-term goals rather than short-term headlines. If current events have you concerned about your portfolio or retirement plan, let's talk.

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the im...
10/22/2026

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the importance of maintaining a disciplined investment strategy focused on long-term goals.

While short-term market fluctuations are inevitable, staying focused on your overall objectives may help you avoid making decisions based solely on temporary market movements. If recent volatility has raised questions, I'd be happy to discuss your strategy.

10/21/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your ...
10/19/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3VUSign

Address

208 North 29th Street, Suite 209
Billings, MT
59101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(406) 698-5791

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