David Heen, Licensed Agent with New York Life

David Heen, Licensed Agent with New York Life Financial Professional licensed to sell life 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.

200 Meeting Street
Suite 401
Charleston, SC 29401

06/10/2023

Making people feel more secure is what we’re about. So even though dividends are not guaranteed—I’m proud to say that 2023 will be the 169th consecutive year that eligible policy owners receive them. Let’s talk about what that could mean for your future.

New York Life declares largest dividend in company history with $2.0 billion total payout expected in 2023.

No matter how successful you are, there's always room for more. More financial protection. More tax-advantaged strategie...
06/09/2023

No matter how successful you are, there's always room for more. More financial protection. More tax-advantaged strategies. More ways to build your wealth. Learn how our accumulation-focused life products can help your family get more out of your insurance.

Grow your wealth while investing in your future with Accumulation Life Insurance from New York Life. Secure Wealth Plus and Market Wealth can do just that.

06/08/2023

Hello everyone! It is a pleasure to be apart of this community. I've recently started my own financial practice with New York Life. I'm in growth mode and looking to connect with other local business owners to learn from and find ways of helping each other build our networks. Checkout my page and share it with folks in your network. Blessings!

Looking forward to the simple days of summer? I'll be your financial security concierge. Sit back, relax, and learn why ...
06/08/2023

Looking forward to the simple days of summer? I'll be your financial security concierge. Sit back, relax, and learn why whole life insurance can be good for your portfolio. When you’re ready, just give me a ring and I can guide you the rest of the way.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the ava...
06/07/2023

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the avalanche and snowball methods can help you stay cool while having fun in the sun with your number one.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

Managing your family's finances is a balancing act between budgeting and saving. It's an investment in your future. I ca...
06/01/2023

Managing your family's finances is a balancing act between budgeting and saving. It's an investment in your future. I can help you develop a financial strategy that meets your needs for today and tomorrow.

What do you really want in life? The “Great Resignation” has a lot of people asking this very question. I have another q...
05/31/2023

What do you really want in life? The “Great Resignation” has a lot of people asking this very question. I have another question for you. What are your financial goals? If you don’t have an answer to this question, I can help. Reach out to me and we set up a conversation about your future.

One-on-one guidance from financial professional at a Fortune 100 company–what’s better than that? As a New York Life age...
05/30/2023

One-on-one guidance from financial professional at a Fortune 100 company–what’s better than that? As a New York Life agent, I’m ready to help your business both now and into the future. View the short video below to learn more of the benefits we provide.

What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

As we grow older our needs change. So, you need a financial strategy with the flexibility to change with you. As a finan...
05/26/2023

As we grow older our needs change. So, you need a financial strategy with the flexibility to change with you. As a financial professional with New York Life, I can help you prepare for today and tomorrow.

If you're new to financial strategy, you often have more questions than answers. I can work with you to help you reach y...
05/25/2023

If you're new to financial strategy, you often have more questions than answers. I can work with you to help you reach your financial goals.

When you think about your family's financial future, budgeting and saving are usually the first things that come to mind...
05/23/2023

When you think about your family's financial future, budgeting and saving are usually the first things that come to mind. But how do you balance savings with your current needs? I can help.

What are some of the steps you take to achieve your biggest goals?
05/20/2023

What are some of the steps you take to achieve your biggest goals?

Address

Columbia, SC

Telephone

+18038073375

Website

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