Cory Dean Smith, Financial Services Professional with Nylife Securities LLC

06/14/2026

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://nyl.co/4uEBWnE

06/13/2026

You’ve always been their biggest supporter — cheering them on through every dream and milestone.
Now it’s time to give their future the same encouragement you’ve always given their hearts.
Let’s build a strategy that helps their dreams shine bright for years to come.
Message me today to learn how.
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06/12/2026

Have you recently changed jobs? Left your employer? Retired? If so, you may want to simplify your retirement savings with an Individual Retirement Account (IRA) rollover.

Benefits of rolling over:
• Choice: You can choose from a variety of financial products for the rollover destination that best suits your investment needs and preferences.
• Control: Your account is independent from your place of employment and therefore, not subject to the restrictions of an employer-sponsored plan. This gives you more control over how and where your money is invested.
• Convenience: You can start consolidating some of your retirement assets, making retirement planning more manageable and easier to track.
Of course, in some cases, consolidating retirement assets may not be optimal. Based on your individual circumstances, you have several options such as taking a cash distribution, leaving your retirement savings where they are, or doing a rollover to your new employer's plan or an IRA.

I can review your individual situation to help determine the best options based on your unique circumstances.
https://bit.ly/41hJAsu

Schedule time for a detailed meeting with a focus of your choosing.

06/11/2026

Protection and growth work best together. I can help you build a strategy that does both. Message me if you’d like to talk through your next step.https://nyl.co/4v4NRMr

06/08/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://nyl.co/4xhrc16

06/06/2026

Remember, total health includes physical, mental and financial well-being. Strong finances reduce stress and support a healthier life. Let’s create a strategy for your future so you can focus on what matters most. Start today!

06/03/2026

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.

05/31/2026

Great players don’t get there alone. Behind every player on the world stage is someone who believed in them, challenged them, and helped them grow.

The Assist shares the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who shaped their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here:
https://bit.ly/4cSyoZx

05/28/2026

Guaranteed Rate of 5% on a 5-year term for premiums of $100,000 or more! This also has a provision to pay for Home Health Care needs. This rate will likely change next week. Book an appointment today.

https://bit.ly/4dV0UZP