Ana Lucy, Licensed Agent with New York Life

Home
United States
Edison, NJ
Ana Lucy, Licensed Agent with New York Life

Call Directions Website Contact the business

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.

379 Thornall St, Edison NJ 08837

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4zjLkjQ

If you have questions about your own beneficiary choices, send me a message.

10/29/2026

‼️ slightly long but worth the listen ‼️

Your emergency contact is someone who you can trust to make the calls to everyone else. The one who you know can emotionally handle emergent calls. The one who you want to be able to organize your troops if something happens. Are you having conversations with them? Are you keeping them updated on your medical status? These are your lifelines when you can't speak for yourself. Keep your loved ones up to date. 🤍

10/26/2026

A wedding expo in Wildwood? Absolutely yes pls. 🙏🏽 Jiana Saigh and I had an amazing time talking to all the brides & grooms to be! We also had THE BEST (and cutest🥹😍) assistant with us and no I will not explain any further on her lack of ability to hold herself up 🤭 . Thank you Plan It Expo Wedding Shows for having us. You always put on an amazing experience!

10/21/2026

Not all of us were meant for the runway. Some of us were meant to make sure the people you love are taken care of long after you’re gone. 🤍💼 Because protecting your legacy is just as important as building it. I’ve seen it be successful within my own family and I see it every day how it can destroy families . Choose your hard.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3Uqc1nG

If it gets you thinking about your own plans, send me a message.

10/06/2026

It was SUCH a pleasure getting in front of the future business owners of America at Centenary University as well as current hardworking business owners with my colleague,Jalpa at the Small Business Summit today! Small businesses are the backbone of our country and it is our pleasure to make sure they have the financial resources to grow and protect everything they work hard for!

Thank you for having us! 🙏🏽

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4dG7fc4
If this sounds like you, or someone you know, send me a message and let's talk.

09/18/2026

Y'all, we saw this coming. A HYSA could be your best friend to help you hedge against rates increasing. Are you being intentional about your finances? Are our dollars boots to the ground? 👀 🥾

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

Address

Edison, NJ
08837

Telephone

(609)2562938

Website

http://www.newyorklife.com/agent/amlucy

Alerts

Be the first to know and let us send you an email when Ana Lucy, Licensed Agent with New York Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.