Jeffrey Baker, Agent with New York Life

Jeffrey Baker, 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.

6100 Fairview Road
Suite 400
Charlotte, NC 28210

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your p...
03/11/2024

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/43cDWY8

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide...
03/07/2024

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide a guaranteed, sustainable way to maintain income in retirement—as well as offer the security and peace of mind needed to face the future with confidence. If you have questions, reach out. I'm here to help.

With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

The best way to protect yourself from fraud is to work with companies you can trust. That's why I'm happy to work for a ...
03/05/2024

The best way to protect yourself from fraud is to work with companies you can trust. That's why I'm happy to work for a company recognized as one of Fortune's World's Most Admired Companies. If you're looking for someone you can trust with your family's financial future, reach out and let's talk.

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Small business owners, are you showing your employees the appreciation they deserve? Today is Employee Appreciation Day ...
02/26/2024

Small business owners, are you showing your employees the appreciation they deserve? Today is Employee Appreciation Day and New York Life is here to help you support your employees with valuable benefits like Life and Disability Insurance. Reach out and let's work together to determine the right solutions for you and your employees.

Provide financial protection for your employees through a benefits package. Learn about employee benefits for small business and other New York Life services.

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.

A common misconception is that a spouse’s income is enough to cover the bills in the event of a disability. But two-inco...
02/19/2024

A common misconception is that a spouse’s income is enough to cover the bills in the event of a disability. But two-income households tend to have higher fixed expenses—like mortgage payments—than single-income families. Even if that’s not the case for your family, other discretionary expenses will likely suffer if one income is eliminated. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. ** The Two-Income Trap: Are Two-Earner Households More Financially Vulnerable?”, Center for Economic Studies, June 2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

In the event of a disability, two-income households are 10% more likely than married couples with a single income to fil...
02/19/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

Sometimes companies overwork employees, and other times employees overwork themselves, leading to mental and physical pr...
02/16/2024

Sometimes companies overwork employees, and other times employees overwork themselves, leading to mental and physical problems and family disintegration. Here's how to recognize the difference.

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your worki...
02/08/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stre...
02/08/2024

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know.

Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.

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6100 Fairview Road, Ste 400
Charlotte, NC
28210

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