Rebecca Hunter, Agent | New York Life

10/02/2023

Mark your calendars for the 2023 Advisor Symposium on Wednesday, November 8, from 2:00 – 5:00 p.m. Eastern. This educational program is tailored for accountants, practicing attorneys, and financial professionals whose clients utilize advance business and estate planning strategies. Watch this video to see this year’s lineup of presenters and topics. https://bit.ly/45ekycL

09/11/2023

Today we remember the lives we lost and the heroes we gained on 9/11.

09/01/2023

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

08/24/2023

Changes in interest rates directly affect the performance of many estate planning strategies, and the Fed’s aggressive interest rate increases throughout 2022 could have both negative and positive impacts on your financial future. Read this article from The Nautilus Group to learn more and then let’s review your estate strategies to see if you can benefit from this higher interest rate environment. The Nautilus Group is a service of New York Life Insurance Company.https://thenautilusgroup.com/nautilusnavigator/impact_of_rising_interest_rates.pdf

08/22/2023

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU

08/17/2023

For married couples that wish to retain a greater amount of their wealth, the utilization of a CPT should be considered. Community property states offer a distinct tax advantage for married couple’s assets. Read this article to learn about the benefits and regulations when establishing a community property trust with your spouse. New York Life Insurance Company does not offer tax or legal advice.

08/15/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

08/12/2023

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New York Life Insurance Company shows you 5 ways that life insurance gives your family the financial security they deserve. If you have questions about the importance of life insurance for your family, please feel free to contact me. https://bcove.video/3PKghcW

08/11/2023

Vancouver Summit Meeting 2023!

06/27/2023

Through New York Life’s RISE Empowerment Plan initiative, I can help you take steps to avoid further debt and build savings. Read this article and give me a call to learn how I can help.

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.

06/18/2023

I wanted to wish all the incredible dads who are truly heroes in your children's eyes a Happy Father's Day!

A special thank you to my husband for giving our boys your time, your care, and your love. We love you so much!

06/16/2023

I am so excited to have received New York Life Insurance LifeStars Award for lives protected with Life Insurance thus far in 2023!