Jonathan Frank, Agent with New York Life

Jonathan Frank, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company A house is built to protect a family. We only see the fun details that come after.

But when people think of a house, they admire the furniture and the design of the space. Nobody wants to talk about the quality of foundations or the sturdiness of the walls. The same is true with financial needs. Everybody wants to talk about the funds needed for retirement and how they will be spent but nobody can grasp the importance of all of those moves you need to take to properly prepare yo

ur finances for retirement. Just like building a house, when building your financial strategy, you need to start with the foundations. You reinforce your financial future by securing your income from unfavorable circumstances with the right type of insurance. By putting up insurance as a form of foundation we make sure our family is protected if something were to happen to our financial house, so that it survives and is still left standing. If we fail to do this, if there’s a weak foundation, everything will eventually start crumbling. I wish somebody had shown me how to construct a financial house 20 years ago because this is much harder to do later in life. When you start early it can be a lot less expensive and there is much more time for your money to grow, so you can gain more by retirement. The good thing is there are a lot of choices and the decisions you make today can be changed over time as your income grows. You can start small and gradually build up to a greater income than somebody who started later than you. Starting financial strategies earlier, especially working on building a good foundation, is crucial because no one knows when their health might deteriorate and prevent them from having financial stability throughout their entire life. Let's start today! Book a call with me: https://calendly.com/jrfrank01/introappointment

I’ll take a look at the current state of your finances and get acquainted with your goals and desires for the future so I can help you build a comprehensive financial strategy to realize them. Jonathan Frank
(336)692-0080

Neither New York Life Insurance Company, nor its agents, provides 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. I am not licensed in all jurisdictions.

2554 Lewisville-Clemmons Road
Suite 306C
Clemmons, NC 27012
(336)692-0080

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A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to le...
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A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

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We’re proud to celebrate National Little League Week as the Official Financial Guidance Partner of Little League.

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A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.
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A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

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Monthly survey shows American consumers feel more gloomy about the economy.

The University of Michigan's monthly survey of how Americans feel about the economy took a nosedive in May as consumers feel more gloomy.

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Experts worry millions could “plunge into poverty.”

A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Con...
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A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing ...
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Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

05/28/2024

The U.S. dollar has marched steadily higher this year, but a strong dollar is not a clear-cut positive, even for U.S.-based investors. The Global Market Strategy team of New York Life Investments explores what dollar strength means for global trade and financing. For the team’s investment views, visit:
https://bit.ly/4bAQDzs

Address

2554 Lewisville-Clemmons Road Suite 306C
Clemmons, NC
27012

Telephone

+13366920080

Website

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