Sheila George, Licensed Agent with New York Life

Sheila George, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions. CA ins lic #4109069.

As a licensed Agent of New York Life Insurance Company 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, 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.

12201 Merit Drive, Suite 1000
Dallas, TX 75251

Renowned IRA expert Ed Slott, CPA, hosts the Power of Knowing Seminar which is now available On Demand through December ...
12/09/2021

Renowned IRA expert Ed Slott, CPA, hosts the Power of Knowing Seminar which is now available On Demand through December 31, 2021. Ed shares the five best strategies to consider to combat potentially new and higher tax rates in 2022. Watch this brief video to learn more:
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6277127032001
Click here to register for the On Demand Seminar: https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0200542

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-fr...
12/01/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

11/29/2021

Did you know that long-term care insurance typically covers both in-home care, as well as care received at a specialized facility like an adult day care, assisted living facility, nursing home or memory loss unit?

The misconceptions about what long-term care involves and peoples’ images of the most common care settings are understandable since long-term care insurance originally started as nursing home insurance four decades ago.

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life ...
11/24/2021

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax...
11/17/2021

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

11/15/2021

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

When it comes to managing retirement spending, no single formula works for everybody. While these tips can help you prep...
11/14/2021

When it comes to managing retirement spending, no single formula works for everybody. While these tips can help you prepare, I can help you put a strategy in place to help ensure you have the best retirement possible.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now,...
11/10/2021

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now, and build tax-free income for when you need it most. Give me a call to discuss which may work best for you.

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready...
11/09/2021

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready, reach out and I can help you through some of the important financial steps you should take.

Check out New York Life's guide for those experiencing the loss of a spouse to learn how you can set goals for the future and move forward.

Address

12201 Merit Drive, Suite 1000
Dallas, TX
75251

Telephone

+12144023905

Website

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