Juan Cruz, Financial Service Professional with New York Life

Juan Cruz, Financial Service Professional with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

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.

5005 Lyndon B Johnson Freeway
Suite 1600
Dallas, TX 75244

My AR Insurance license number is: 21636711

09/10/2026

Life insurance can create breathing room when a family is facing the unimaginable. For Racquel Pleasants, it provided a financial security blanket that helped her focus on her children and continue the life she and her husband had dreamed of.

Consider what financial flexibility would mean for your family.

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting th...
09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

A new goal. A bigger purpose.Over the next 11 months, I’m working toward earning a spot at 2027 Council events.The desti...
09/01/2026

A new goal. A bigger purpose.

Over the next 11 months, I’m working toward earning a spot at 2027 Council events.

The destination is exciting, but it’s not really about the trip.

Every council credit represents a conversation, a family protected, a retirement plan strengthened, a business owner served, or a legacy preserved.

As Zig Ziglar famously said:

“You can have everything in life you want, if you will just help enough other people get what they want.”

That’s exactly how I want to build my practice.

If you’ve been putting off getting your financial house in order, or know someone who has, I’d be honored to help.

Let’s make this a year of intentional progress.

Fun was had at the Anna ISD Teacher Convocation! 🎉I had the opportunity to do a drawing and give away a $100 classroom s...
08/24/2026

Fun was had at the Anna ISD Teacher Convocation! 🎉

I had the opportunity to do a drawing and give away a $100 classroom supply voucher, and one of my favorite parts was getting to stop by L. Dow Hendricks Elementary to meet our winner and put a face to the name!

Teachers spend so much of their time investing in others, so it was pretty cool to have a small opportunity to give something back.

Congratulations to our winner! 🙌 And to all the teachers who showed up, connected, and kicked off another school year, thank you for what you do!

Now I want to hear yours…

Who was your favorite teacher growing up, and what made them memorable? 👇

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/21/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Agent of the Week. Grateful for the recognition, but even more grateful for the people and the work behind it.There are ...
08/17/2026

Agent of the Week. Grateful for the recognition, but even more grateful for the people and the work behind it.

There are a lot of conversations, early mornings, late nights, lessons, mistakes, and people who have helped me get here. One thing I’m learning in this season is that achievement is rarely as individual as it looks in a picture.

I’m proud of the result, but I’m even more thankful for the opportunity to keep learning, keep serving people well, and keep getting better at what I do.

I don't want recognition to be the finish line. I want it to be a reminder to keep raising the standard.

Grateful for the people who trust me, the people who challenge me, and the people who keep cheering me on.

Back to work. 💪

And yes, I’m going to enjoy this one for a minute. 😂

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
08/13/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

Yesterday I had the opportunity to be at the Anna ISD Convocation, meeting so many incredible teachers, administrators, ...
08/01/2026

Yesterday I had the opportunity to be at the Anna ISD Convocation, meeting so many incredible teachers, administrators, and staff members who invest in our community every single day. We were able celebrate the present and “highlight” the future! As a small way of saying “thank you,” we hosted a classroom supply voucher giveaway and had a blast connecting with everyone who stopped by.

At New York Life, my work is about more than finances… it’s about helping people protect what matters most and build a future they’re excited about. Teachers spend their lives investing in others, and I believe they deserve someone investing in them as well.

To everyone who visited the booth, entered the giveaway, or simply stopped to say hello, thank you! I hope you have an amazing school year. 📚✏️

And to all the educators out there: thank you for everything you do. Your impact reaches far beyond the classroom.

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, i...
07/19/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

Address

5005 Lyndon B Johnson Freeway
Dallas, TX
75244

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 12pm

Telephone

+12144706079

Website

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