Stephen G. Wizeman - Agent with New York Life

01/05/2026

Available now for a limited time, discover year-end financial strategies with Financial Expert, Greg Holmgren. From navigating gifting decisions to understanding RMDs and upcoming tax changes, learn how to close out the year with confidence!

Watch now: https://bit.ly/497hzYT

Registration Code: Agent Code: 871170

12/18/2025

You’re working hard to build wealth — but are you making the most of tax-efficient opportunities along the way? Now’s a great time to review your tax return and explore strategies that could help you reduce your tax burden and strengthen your long-term financial goals. Message me if you’d like to schedule a quick review and see what’s possible.

12/15/2025

If your future retirement strategy relies on selling off investments for income, a market downturn at the wrong time can be a big problem. That’s why you might consider having an alternate source of income to provide flexibility during bear markets—and keep your retirement on track.https://bit.ly/4oRoiKT

12/15/2025

Having flexibility in your retirement plan can make a big difference if market volatility hits during your retirement years. Learn what a “buffer asset” is, and how it can help keep you on track.https://bit.ly/4qcijS9

12/12/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/3KSXw77 may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

12/09/2025

Make Your Smartest Year-End Financial Moves
Big tax changes are coming — are you prepared? Join New York Life and industry expert Greg Holmgren, for a focused live seminar on the key decisions to consider before December 31.

He’ll break down gifting strategies, RMD timing, and how upcoming tax rules could impact your short- and long-term plans. Walk away with clear, practical tips you can use right away.

Date: December 11, 2025
Time: 3 p.m. EST | 2 p.m. CST | 1 p.m. MST | 12 p.m. PST | 11 a.m. AKST | 10 a.m. HST
RSVP: Register now: https://bit.ly/4qiBObV
Registration Code: 871170

Reserve your spot today and finish the year with confidence.

11/29/2025

Small businesses are the backbone of our communities. As a New York Life agent, I can help you secure the business you’ve worked so hard to build. Together, we can provide your employees and their families with the financial protection they deserve. Contact me to learn more.

Learn how small business insurance from New York Life can protect business owners and their employees with a variety of solutions and services.

11/26/2025

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

11/24/2025

Did you know that 2026 will mark the 172nd consecutive year New York Life has paid a dividend to eligible participating whole life policyowners? Best of all, it will be the largest dividend payout ever declared by our company.

Reach out to me today, and let me tell you more about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

11/24/2025

Support local, shop small.
Celebrate Small Business Saturday, November 29, 2025 by uplifting the entrepreneurs and shops that make our communities thrive.

11/19/2025

Think life insurance is too expensive? You may be surprised to hear that that you can get a $1 million term policy for less than the monthly cost of your cell phone. Want to know more? Just give me a call.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

11/14/2025

Secure what matters most—your income
You protect your home, your car, and other essentials. But what about the income that makes it all possible? Individual disability insurance helps safeguard your finances in case sickness or injury keeps you from earning a paycheck. Reach out to learn more.