Shane Kunz, Agent with New York Life

Shane Kunz, Agent with New York Life Agent with New York Life Insurance Company specializing in helping the boating and fishing community develop a sound financial strategy.

Growing up on the water and learning to swim before I could walk, my passion has always been fishing and boating related. I can often be found outside of work on the water with a rod and reel in my hand, or at the very least, the tackle bag in the bed of the truck looking for the next "honey hole". As your trusted advisor, my role is to understand your personal needs and goals and develop a strat

egy that is tailored to you. My goal with my clients is to help you achieve your financial dreams so you can focus on what what's most important to you. 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. I am not licensed in all jurisdictions.

200 Meeting St. Suite 401
Charleston , SC 29401-3192

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial...
03/15/2024

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

03/13/2024

Do any of these words describe you? Be sure to look over the results of New York Life’s recent Wealth Watch Survey and see what people are doing to be more financially resilient in 2024.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

Life events don’t pause for market downturns, but there are ways you can cover your expenses without selling yourself sh...
03/11/2024

Life events don’t pause for market downturns, but there are ways you can cover your expenses without selling yourself short. Reach out and I’ll explain how owning a cash value permanent life insurance policy can give you more financial flexibility to help you reach your goals.

Most Americans (58%) plan on retiring after age 60.* What’s the first thing you plan to do when you retire?* https://bit...
03/08/2024

Most Americans (58%) plan on retiring after age 60.* What’s the first thing you plan to do when you retire?

* https://bit.ly/3T75WI1

Long-term care costs are affecting millions of seniors who need help with everyday activities. Read this article to disc...
03/06/2024

Long-term care costs are affecting millions of seniors who need help with everyday activities. Read this article to discover how to protect your family with a well-thought-out strategy. https://bit.ly/3PwLKi3

There’s been a lot of student loan forgiveness news to keep track of, so here’s a recap of the five biggest student loan...
03/04/2024

There’s been a lot of student loan forgiveness news to keep track of, so here’s a recap of the five biggest student loan updates and what to look out for this year.

It has been an eventful year for student loan borrowers, to say the least. But good news may be on the way in the new year.

Do you have a formal succession plan for your business? As a New York Life agent, I can help you secure the future of yo...
03/01/2024

Do you have a formal succession plan for your business? As a New York Life agent, I can help you secure the future of your business. Learn about the importance of a succession plan in the below article.

When planning for a business transition there are some options to consider. Learn how to create a succession plan with these strategies.

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.
02/29/2024

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.

Establishing strong goals is crucial for the success of businesses. Learn how to set short and long- term goals that are...
02/28/2024

Establishing strong goals is crucial for the success of businesses. Learn how to set short and long- term goals that are specific, trackable, and measurable at the link below.

When planning out business objectives, it's important to have short and long term goals in mind. Read about how to define your company's goals.

Nothing says forever like planning for the afterlife together!
02/26/2024

Nothing says forever like planning for the afterlife together!

Let them know you love them by getting life insurance. It can speak for you even when you can’t.
02/23/2024

Let them know you love them by getting life insurance. It can speak for you even when you can’t.

Congress recently approved another stopgap to avoid a possible government shutdown until March. While a shutdown won’t g...
02/22/2024

Congress recently approved another stopgap to avoid a possible government shutdown until March. While a shutdown won’t greatly impact your day-to-day life, it could result in these bothersome disruptions.

Congress passed yet another continuing resolution to keep the government running until March, but a shutdown is still possible if lawmakers can’t agree on funding for key federal programs.

Address

200 Meeting Street #401
Charleston, SC
29401

Telephone

+13155596014

Website

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