Dana Halpern, Financial Services Professional at Nylife Securities, LLC

Dana Halpern, Financial Services Professional at Nylife Securities, LLC I am a Financial Services Professional offering products and services through NYLIFE Securities LLC. 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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

420 Lexington Ave
New York, NY 10170
646-227-8530

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. My California Insurance License is: 0E91166. Registered branch address:
200 Meeting Street
Suite 401
Charleston, SC 29401

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.

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Plannin...
04/29/2025

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Planning for retirement means preparing for life's uncertainties. Reach out and let's work together to ensure you're well-prepared for the future.

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest...
04/22/2025

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account for select whole life insurance products. Speak to me today to learn more. https://nyl.co/42X8XAQ

Taxes are due April 15th,  —but don’t just file and forget. It’s time to plan ahead.  A smart tax strategy can help you ...
04/15/2025

Taxes are due April 15th, —but don’t just file and forget. It’s time to plan ahead. A smart tax strategy can help you reduce your burden and build a stronger financial future. Need guidance? Let’s talk about how to make your money work for you year-round.

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. Whi...
04/12/2025

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

Don’t assume that your loved ones don’t want to talk about life insurance. Now is the perfect time to discuss your famil...
02/25/2025

Don’t assume that your loved ones don’t want to talk about life insurance. Now is the perfect time to discuss your family’s future with your loved ones and an insurance professional.

When you promise to protect your children, life insurance becomes a true expression of that love. It’s a way to put your...
02/18/2025

When you promise to protect your children, life insurance becomes a true expression of that love. It’s a way to put your love into action and ensure their financial security.

02/13/2025

LOVE DOESN'T NEED TO BE PERFECT, IT JUST NEEDS TO BE TRUE.

A common reason parents (or grandparents) get permanent life insurance coverage for their child is to secure protection ...
02/11/2025

A common reason parents (or grandparents) get permanent life insurance coverage for their child is to secure protection at a young age and build cash value over time. This cash value can be a tool for supporting their future financial needs. Accessing the cash value reduces the death benefit and cash value.

02/07/2025

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance.

02/06/2025

TO LOVE AND BE LOVED IS TO FEEL THE SUN FROM BOTH SIDES

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is cruc...
12/10/2024

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

Address

200 Meeting Street, Suite 401
Charleston, SC
29401

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