Steven Mathis, Licensed Agent with New York Life

Steven Mathis, Licensed Agent with New York Life 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.

200 Meeting Street, Suite 401 Charleston SC, 29401

If you know, you know. Bonus point if you go find an old phonebook and try to find your old home phone number.
09/16/2024

If you know, you know. Bonus point if you go find an old phonebook and try to find your old home phone number.

If getting your finances in shape is one of your goals for this year, remember that having enough life insurance is impo...
09/14/2024

If getting your finances in shape is one of your goals for this year, remember that having enough life insurance is important.

If you know, you know.
09/12/2024

If you know, you know.

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.
09/12/2024

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

We need to increase awareness and enhance education to get people the coverage they need.
09/09/2024

We need to increase awareness and enhance education to get people the coverage they need.

Here are some of the differences between term and permanent life insurance. And depending on your circumstances and fina...
09/06/2024

Here are some of the differences between term and permanent life insurance. And depending on your circumstances and financial goals, sometimes getting both term and permanent life insurance is the answer.

A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Con...
09/05/2024

A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

Life is a journey; make sure to protect your own path financially with life insurance.
09/03/2024

Life is a journey; make sure to protect your own path financially with life insurance.

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last...
09/01/2024

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

September is Life Insurance Awareness Month, created and coordinated by Life Happens, a life insurance awareness nonprof...
09/01/2024

September is Life Insurance Awareness Month, created and coordinated by Life Happens, a life insurance awareness nonprofit. This month and beyond, we’re committed to educating consumers about the importance of life insurance. Make sure to stay tuned for our educational content this month.

Financial security means having the right financial strategy for your goals. That's why I offer trusted guidance to help...
08/31/2024

Financial security means having the right financial strategy for your goals. That's why I offer trusted guidance to help you make informed financial decisions for your future. Reach out, and together we can create a strategy that works for you.

Women often face some form of wage disparity during their working years. Over time, this discrepancy can really add up. ...
08/30/2024

Women often face some form of wage disparity during their working years. Over time, this discrepancy can really add up. The good news is there are ways you can catch up on your savings. Reach out and together we'll come up with a strategy that will prepare you for the financial future you deserve.

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200 Meeting Street
Charleston, SC
29401

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