Cody Trease, Financial Professional with New York Life Insurance Company

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Idaho Falls, ID
Cody Trease, Financial Professional with New York Life Insurance Company

Strategic Financial Guidance for Families, Professionals and Business Owners | Advocate for Resilient Communities | Husband | Father

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. I am not licensed in all jurisdictions. 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. New York Life Insurance Company
150 W Civic Ctr Dr # 600
Sandy, UT 84070

09/11/2026

Today, an American flag flies in my yard in remembrance of the lives lost on September 11, 2001, in honor of the heroes who ran toward danger, and in gratitude for the courage and unity shown in the days that followed.

May we never forget the sacrifices made, the families forever changed, and the strength that brought our nation together. 🇺🇸

09/10/2026

TOPSoccer is such a neat program through Idaho Falls Futbol Club. Volunteer buddies work alongside athletes with disabilities, helping them practice skills, participate, and have fun. My daughter and I started helping during the last spring season and kicked off the new fall season last night! It's really amazing to watch everyone out there learning and enjoying the game together. ⚽

09/09/2026

Competitive, high-intensity environments can bring out the best in us—when we approach them with the right mindset.

Challenges reveal where we need to grow. Pressure teaches us composure. Setbacks build resilience. And competition encourages us to raise our standards, sharpen our skills, and become better teammates and people.

Success is not only measured by the final score or outcome. It is also found in the discipline we develop, the character we build, and the satisfaction of knowing we are becoming better than we were yesterday.

Growth is rarely comfortable—but it can lead to confidence, purpose, and lasting happiness.

09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

09/03/2026

A financial professional looks beyond a single product. Your goals, income, debt, savings, family responsibilities and future plans all help shape the right protection strategy. Life insurance works best when it is considered as part of the whole financial picture.

Schedule time to review how protection fits into your broader plan.

09/02/2026

Life changes. Your priorities change. And what you want to protect may change, too. Whether you’re just starting out, building a life, preparing for retirement, or enjoying the years you’ve worked for, the right financial strategy can help you prepare for what matters most—today and in the years ahead. Let’s talk about creating a strategy that works for you.

09/01/2026

September is Life Insurance Awareness Month. Life insurance is not just about a policy—it is about protecting the real life you are building and the people who depend on you. This month, we will share practical reasons to review your coverage and start the conversation.

Start with a simple coverage conversation.

08/27/2026

A rising cost of living has Americans tracking their spending more carefully, with millennials leading the charge, according to a recent NerdWallet survey.

08/24/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

08/21/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

Address

Idaho Falls, ID
83402

Telephone

+12082700253

Website

https://www.newyorklife.com/

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