Srilatha Duggi, Financial Services Professional, Nylife Securities LLC

01/08/2026

Wishing you a very happy New Year!

10/09/2025

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

08/20/2025

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

08/20/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

07/01/2025

The Fed has indicated that interest rates aren't coming down just yet. Here's some suggestions for how to make the most of higher-for-longer interest rates.

The Fed has indicated that interest rates aren't coming down just yet. Here's how to make the most of where we stand.

06/05/2025

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/3HGs8GO

03/03/2025

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

02/24/2025

Here is an insightful guide to Individual Disability Protection by Dr. Michael Finke, which explains the value of disability insurance and how to estimate the amount of insurance coverage necessary to help protect your income. Let’s connect to ensure that your income is sufficiently protected and that you have the right protection strategy in place.
https://nyl.co/41vAado

02/03/2025

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you locate your account.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

01/02/2025

From your savings account to your investment portfolio, discover 5 ways interest rates can impact your finances.
https://bit.ly/401Dg6N

01/02/2025

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

10/31/2024

Wishing you and your family a Happy Diwali!