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.

As we welcome the Jewish New Year, may your days be filled with peace, prosperity, and renewal. Shanah Tovah to all who ...
09/11/2026

As we welcome the Jewish New Year, may your days be filled with peace, prosperity, and renewal. Shanah Tovah to all who celebrate! And don't forget- It's Life Insurance Awareness Month! Are you insured?

09/04/2026

September is Life Insurance Awareness Month!

Are your loved ones Insured?

Have you reviewed your beneficiary?

Do you have a plan?

08/28/2026

September is National Life Insurance Month — a reminder that real love isn’t only spoken, it’s shown. Because, as this video shows, life insurance is one of the most meaningful ways to ensure your family is cared for — today, tomorrow, and for generations to come. Let’s talk about how you can protect the ones you love.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
08/14/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

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.

Address

200 Meeting Street, Suite 401
Charleston, SC
29401

Alerts

Be the first to know and let us send you an email when Dana Halpern, Financial Services Professional at Nylife Securities, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dana Halpern, Financial Services Professional at Nylife Securities, LLC:

Shortcuts

Share