Jaime A. De Leon, Agent with New York Life Insurance Company

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Jaime A. De Leon, Agent with New York Life Insurance Company Agent licensed to sell 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.

2800 W Trenton Road
Suite 2812
Edinburg, TX 78539

10/30/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.More than ...
10/28/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

10/26/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
10/22/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an i...
10/20/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

10/16/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
10/14/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

10/12/2026

Ever considered if your employee benefits could do more? What if your coverage stayed with you for life, and not just while you’re at your job? With employee benefit products from New York Life, you’re in control. If you’re seeking a simple, straightforward application process—with no questions asked—watch this video and get in touch today.

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for ...
10/08/2026

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for his wife and kids. Racquel was able to stay in their home and focus on her family’s future. Let’s talk about how you can protect what matters most—before life throws you the unexpected.

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing im...
10/06/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

Address

2800 W Trenton Road
Edinburg, TX
78539

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