NHA JAIME TRAN, Agent with New York Life Insurance Company

Home
United States
Bonita Springs, FL
NHA JAIME TRAN, Agent with New York Life Insurance Company

Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company 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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 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.

13945 North Collier Blvd
Naples, FL 34119

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4imZl91

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

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

10/22/2026

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability event—even if the rest of your financial strategy is in great shape.
Many people don't discover gaps in their income protection until they're forced to rely on it.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/20/2026

You save consistently. You have coverage through work. By most measures, may be ahead of the curve.
But if a covered disability event prevented you from working—not permanently, just long enough to matter—would your plan hold up?
Many people with a solid financial plan haven't actually answered that question.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/16/2026

The mortgage. The tuition. The retirement contributions. Your lifestyle may depend on your income.
If a covered disability event prevented you from working, would your current coverage be enough to keep everything on track?
For many people, employer disability benefits leave a gap between what's covered and what's needed.
That's a gap worth understanding before life puts it to the test.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4zrai0i

If it gets you thinking about your own plans, send me a message.

10/13/2026

The mortgage. The car. The kids' school. Your income may be what keeps all of it moving.
But if a covered disability event prevented you from working, would your current coverage be enough to keep everything else on track?
Many employer disability plans replace around half your salary, before taxes. For many people, that's not enough to protect the life you've worked hard to build.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/10/2026

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everything except the source.
The investments are diversified. The estate plan is drafted. The insurance covers the house, the car, the valuables. But if their income stopped because of a covered disability event, how long would any of it hold?
That's the question many financial plans do not ask. It's worth finding out whether yours has an answer.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Address

Bonita Springs, FL
34135

Website

http://www.newyorklife.com/agent/nttran01

Alerts

Be the first to know and let us send you an email when NHA JAIME TRAN, Agent with New York Life Insurance Company posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.