Jacob Monzon, Licensed Agent with New York Life

Jacob Monzon, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide 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.

200 Meeting Street
Suite 401
Charleston, SC 29401

Just when you think you have it all figured out, life throws you a curveball, but having someone who understands your ch...
03/28/2024

Just when you think you have it all figured out, life throws you a curveball, but having someone who understands your challenges can help you get back on track. As a New York Life financial professional, I've helped countless families navigate life changing events. Learn more about how I can help you reach your goals and contact me if you want to chat.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

You'd think securing your financial future would take a lot of time, when in fact, a short phone call is all you need to...
02/22/2024

You'd think securing your financial future would take a lot of time, when in fact, a short phone call is all you need to get the ball rolling. From providing income in retirement to helping you pay for college, learn about the benefits of life insurance and reach out when you have a minute. I'm here to help.

Learn from New York Life about the proven protection and financial benefits that life insurance has to offer. Browse our resources and protect what's important!

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and l...
02/05/2024

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and life insurance. Insuring your love is as easy as 1-2-3.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

We’re a proud supporter of   month in February. The truth is, the next time you struggle with saying “I love you,” you c...
02/02/2024

We’re a proud supporter of month in February. The truth is, the next time you struggle with saying “I love you,” you can show them how much you care with life insurance.

Each decade brings new milestones, but the advantages of having life insurance remain at every age.

Does managing personal goals for investments, protection, retirement and estate planning seem overwhelming? Together we ...
01/03/2024

Does managing personal goals for investments, protection, retirement and estate planning seem overwhelming? Together we can plan for your most important goals. Take a look at this video to gain a greater sense of our planning process.
https://bcove.video/3MgIuFR

This year, roughly one third of all people receiving holiday gifts will be returning items. While having life insurance ...
12/18/2023

This year, roughly one third of all people receiving holiday gifts will be returning items. While having life insurance is important, having the option to change your policy makes it easier to get what you want. Learn more about how convertible life insurance gives you the opportunity to update term coverage to permanent, and reach out if you want to discuss your options.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

With over 13 million businesses, women have left an invaluable impact on our local communities. At New York Life, we cel...
10/12/2023

With over 13 million businesses, women have left an invaluable impact on our local communities. At New York Life, we celebrate the countless accomplishments of female entrepreneurs. Learn more about our solutions that meet the challenges of women-owned businesses.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

Raising a child from birth to 18 now costs an average of $237,482, according to new research from LendingTree. If you’re...
09/29/2023

Raising a child from birth to 18 now costs an average of $237,482, according to new research from LendingTree. If you’re considering starting a family, here are financial steps you can take to ease the impact when your child arrives.

Annual tab to bring up a child has surged in recent years. "It's completely understandable that people are scared to death," one expert says.

09/26/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cas...
06/13/2023

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

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Address

200 Meeting Street Suite 401
Charleston, SC
29403

Telephone

+18434224274

Website

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