Connie Lai, Agent | New York Life

Connie Lai, Agent | New York Life Registered Representative offering securities products and services through NYLIFE Securities LLC. 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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

3200 Southwest Freeway, Suite 1900, Houston, TX 77027. 713-282-7770

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. My California Insurance license number is 0D87034. 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.

Economic uncertainty can be worrying, but a shift in strategy can help. According to the latest Wealth Watch survey, in ...
05/10/2023

Economic uncertainty can be worrying, but a shift in strategy can help. According to the latest Wealth Watch survey, in the past year, 59% of parents say that their financial strategy has changed due to life events. Read the full report here and let’s talk.

Despite economic pressure, parents feel confident about the future.

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. L...
04/18/2023

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Co...
04/08/2023

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Contact me to learn how a portfolio approach may be less expensive than a single life insurance policy and still provide the protection your family needs.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

04/06/2023

Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your financial strategy.

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedo...
04/05/2023

If you're like most millennials, overwhelming debt, including student loans, can be a roadblock to your financial freedom. Learn what you can do to eliminate debt, and reach out for more tips on achieving financial security.

These 6 debt payoff strategies for millennials from New York Life are designed to help young people keep their head above water and avoid crippling debt.

Debt can have a significant impact on your credit rating and your future, but paying it down shouldn't be an all-or-noth...
04/04/2023

Debt can have a significant impact on your credit rating and your future, but paying it down shouldn't be an all-or-nothing approach. Learn how you can better handle debt without limiting your financial future.

Paying off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips...
01/11/2023

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become e...
01/04/2023

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the fo...
12/28/2022

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the four tips outlined in this article to get started, and contact me for other helpful strategies and solutions.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and ...
12/21/2022

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and outlines some of the tools that are available to help. Let me know if you have any questions.

Keeping talented workers is essential to any thriving business. New York Life has 6 tips to retain employees and promote a positive workplace environment.

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers...
12/14/2022

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers stay happy and productive. Feel free to look it over and reach out to me for more recommendations.

It is vital to support the happiness and productivity of your workforce. Learn how through open communication and a strong benefits package from New York Life.

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutio...
12/08/2022

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutions can help give you a competitive advantage.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Address

Houston, TX

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+17134809988

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