Bhoomika Patel, License Agent with New York Life

Bhoomika Patel, License Agent with New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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 Oak Tree Blvd,
Suite 300
Independence, OH 44131

09/01/2023

When it comes to being financially prepared, a one-size solution doesn't always cut it. With our term life's customizable options, you can create a solution that's perfectly suited to your needs. https://nyl.co/45RQe8r

This month, we’re celebrating 20 years of Life Insurance Awareness Month — created and coordinated by Life Happens, a li...
09/01/2023

This month, we’re celebrating 20 years of Life Insurance Awareness Month — created and coordinated by Life Happens, a life insurance awareness nonprofit. Every year, this dedicated month serves as a reminder to ALL that life insurance can protect your family if life happens. Let me help you get started!

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New Yo...
08/25/2023

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New York Life Insurance Company shows you 5 ways that life insurance gives your family the financial security they deserve. If you have questions about the importance of life insurance for your family, please feel free to contact me. https://bcove.video/3PKghcW

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see h...
08/25/2023

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see how easy it can be to protect their lifestyle and future. If you have any questions or need a personal quote, I’m here to help.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last y...
08/24/2023

If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last you a lifetime. Here are some strategies you want to consider when planning for early retirement.

Many of us have the fantasy of retiring young, of having the financial freedom to choose when and for whom we work. To make this dream a reality, though, you’ll...

Happy  ! Whether you're in an office, a factory, or serving the community, know your effort and dedication make a differ...
08/04/2023

Happy ! Whether you're in an office, a factory, or serving the community, know your effort and dedication make a difference.

From backyard BBQs to fireworks in the park—hoping your Fourth of July is filled with food, family, and fun! From my fam...
07/04/2023

From backyard BBQs to fireworks in the park—hoping your Fourth of July is filled with food, family, and fun! From my family to yours, happy .

Disability Insurance Awareness Month may be coming to a close, but your need for coverage is year-round. New York Life c...
05/31/2023

Disability Insurance Awareness Month may be coming to a close, but your need for coverage is year-round. New York Life can help! Click to learn more about group disability insurance.

How long could your workers go without a paycheck? Disability Insurance from New York Life can protect your workforce and your business.

On  , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

This article explores what happens when a Roth IRA owner passes away, and what inheritors must do to avoid penalties.
05/24/2023

This article explores what happens when a Roth IRA owner passes away, and what inheritors must do to avoid penalties.

Considering that Roth IRA withdrawals are not taxable neither to the Roth IRA owner nor to the Roth IRA beneficiary, you may think it odd that an excise tax (penalty) applies if someone who inherits a Roth fails to take his RMDs.

How long would you be able to meet your monthly expenses if you couldn’t work? Disability insurance is there to replace ...
05/22/2023

How long would you be able to meet your monthly expenses if you couldn’t work? Disability insurance is there to replace a portion of your paycheck if you were sick or injured and unable to work. Learn more below.

How long could your workers go without a paycheck? Disability Insurance from New York Life can protect your workforce and your business.

The federal government’s plan to adjust student loan borrower payment history could help get you closer to debt forgiven...
05/18/2023

The federal government’s plan to adjust student loan borrower payment history could help get you closer to debt forgiveness. Here’s how:

Around 3.6 million borrowers will receive at least three years of credit toward loan discharge as a result of the adjustment.

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Cincinnati, OH
45236

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