Lee Johnson, Agent with New York Life

Lee Johnson, 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. 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.

736 Georgia Avenue
Suite 402
Chattanooga, TN 37402
(423) 756-8048

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.

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can...
10/23/2025

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

Learn about the reasons for the 529 plan blind spot and what it means?
09/11/2025

Learn about the reasons for the 529 plan blind spot and what it means?

It's no secret that raising kids is a major financial commitment. Among the more common financial concerns parents have is the ability to help fund a child's education. The cost of higher education has skyrocketed over the last two decades, leaving many feeling unable to predict how much they need t...

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.

The IRS has released higher federal tax brackets for 2024 to adjust for inflation. Take a look at the increased standard...
01/02/2024

The IRS has released higher federal tax brackets for 2024 to adjust for inflation. Take a look at the increased standard deductions and the adjustments for other tax provisions, in this article.

The IRS on Thursday announced higher federal income tax brackets and standard deductions for 2024. Here's what taxpayers need to know.

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax ...
12/28/2023

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

529 savings plans are a solid option to save for your kid’s education, but can now also supercharge your kid’s retiremen...
11/20/2023

529 savings plans are a solid option to save for your kid’s education, but can now also supercharge your kid’s retirement. Take-a-look at how this can work.

A provision in the SECURE 2.0 Act now allows individuals to convert unallocated money in a 529 plan into a Roth IRA.

After you retire, there are several factors that may cause you to want to change your investment strategy. Here are the ...
10/12/2023

After you retire, there are several factors that may cause you to want to change your investment strategy. Here are the most important things to consider when reevaluating your portfolio.

After you retire, there are usually a number of reasons why you might want to change up your investment strategy. Based on your life expectancy, your income requirements, your lack of a job and other...

Doctor, lawyer, President of the United States—every parent imagines what their child will be when they grow up, but rea...
10/09/2023

Doctor, lawyer, President of the United States—every parent imagines what their child will be when they grow up, but realizing what it's going to cost to get them there can be a scary thought. From ESAs to work-study jobs, learn some of the long and short-term ways you can make paying for their education a reality.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

Planning for retirement as a business owner may have its challenges but it’s a necessity if you want to retire comfortab...
10/05/2023

Planning for retirement as a business owner may have its challenges but it’s a necessity if you want to retire comfortably. These 10 strategies can help you accumulate more wealth and accelerate your retirement savings.

Owning and managing a business is a monumental responsibility. As a business owner, you make all of the decisions for your business, which affects your income and the livelihoods of...

Roth accounts can provide you with a tax-free source of income during retirement but they’re also valuable for account b...
09/28/2023

Roth accounts can provide you with a tax-free source of income during retirement but they’re also valuable for account beneficiaries. Learn more about Roth conversions and how to use them in your estate planning strategy.

Under the Secure Act, Roth IRAs allow beneficiaries to enjoy 10 years of tax-free account growth.

The misconceptions about when to claim Social Security retirement benefits and the claim rules can cause confusion about...
09/14/2023

The misconceptions about when to claim Social Security retirement benefits and the claim rules can cause confusion about when to start receiving your benefits. Here’s are the biggest myths experts see and how to choose the best strategy thats right for you.

When to claim Social Security benefits is one of the biggest decisions you will face in retirement. Experts say having the right information is key to success.

While no one can perfectly predict the stock market’s future, here’s what experts think it might look like for the remai...
08/28/2023

While no one can perfectly predict the stock market’s future, here’s what experts think it might look like for the remainder of 2023.

The stock market performance during the first half of 2023 has been rosier than expected, with the S&P 500 surging more than 18% so far this year. While most investors are thrilled by this growth,...

Address

Chattanooga, TN
37402

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(423) 756-8048

Website

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