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Shaun Gregory - Registered Representative with Nylife Securities LLC

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Johnstown, PA
Shaun Gregory - Registered Representative with Nylife Securities LLC

Agent licensed to sell insurance through New York Life Insurance Company. Through education, I help individuals and families understand their financial goals.

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 Company 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. 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. 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. Richland Square II
1407 Eisenhower Blvd
Suite 301
Johnstown, PA 15904
814-269-9100

11/02/2026

🧡 November is Long-Term Care Awareness Month.

It’s not always the easiest thing to think about, but it’s an important conversation to have.

When we think about retirement, we often focus on having enough money to enjoy the things we’ve worked for. But what happens if you or someone you love eventually needs help with everyday activities or requires extended care?

Long-term care can have a significant impact—not only on your health, but also on your retirement savings, your family, and the plans you’ve worked so hard to build.

The good news is that planning ahead gives you options.

This month, I’ll be sharing some information about long-term care and the different ways people can prepare for the possibility.

If you’ve never thought about long-term care planning, maybe November is a good time to start the conversation.

If you have questions or simply want to learn more about your options, feel free to reach out to me. No pressure—just a conversation.

10/22/2026

👶💙 Protecting Their Future Starts Earlier Than You Think

When we think about financial planning for our children, we often think about saving for college or helping them buy their first car.

But there’s another conversation worth having: building a financial foundation that can grow with them.

A properly structured whole life insurance policy for a child can provide:

• Permanent life insurance protection
• Cash value that can grow over time
• A financial asset they can carry into adulthood
• The opportunity to secure coverage while they’re young and typically healthy
• A head start on long-term financial planning

The goal isn’t simply to buy a policy. It’s about giving your child options and financial protection that can follow them into adulthood.

Every family’s situation is different, so it’s important to understand how a policy would fit into your overall financial plan.

If you’ve ever wondered whether whole life insurance makes sense for your child, I’m happy to have a conversation and walk through the numbers with you—no pressure.

📩 Send me a message and we can talk.

10/14/2026

Lately, I've been having a lot of conversations with people about retirement planning and retirement account rollovers. And one topic that continues to come up is life insurance.

It's easy to think, "I don't need much coverage," or to put off the conversation because it doesn't feel like an immediate priority.

But here's something I've been reminded of:

Even a small life insurance policy can make a meaningful difference when your family needs it most.

Life insurance isn't just about replacing a paycheck. It can help provide financial support for the people you care about, help cover outstanding debts and expenses, and give your family some breathing room during an incredibly difficult time.

You don't necessarily need a huge policy to start the conversation. Sometimes the right place to begin is simply understanding what you have, what you need, and whether there's a gap.

If you haven't reviewed your life insurance recently, or you've never had the conversation, I'd be happy to sit down with you and take a look.

No pressure. Just a conversation about protecting what matters most.

09/28/2026

Getting ready for retirement?

There are a lot of decisions that come with retirement, and everyone's situation is different.

I'd be happy to sit down with you, learn about what you're trying to accomplish, and see if there are strategies that may make sense for you.

No pressure. Just a conversation.

Message me on here or call me at 814-418-3798.

09/11/2026

Quick question for those planning for retirement...

If you were going to live another 20-30 years after you stopped working, would you feel confident that your money could support the life you want?

Or is that something you're hoping to figure out as you get closer to retirement?

What would give you the most confidence about your retirement plan?

08/26/2026

I've been thinking about this lately...

It's easy to put things off when it comes to your finances. Between work, family, bills, and everything else going on, taking the time to actually sit down and look at things usually ends up getting pushed to "later."

The problem is, later comes quicker than we think.

You don't have to have everything figured out. Sometimes it just helps to sit down, look at where you're at, and talk through where you want to go.

If that's something you've been putting off, feel free to reach out. I'm always happy to have a conversation.

08/03/2026

Your paycheck alone won't build your future.

It's what you do with your paycheck that makes the difference.

Whether you're just starting your career or planning for retirement, having a strategy can help you make the most of the opportunities available to you.

Taking time to review your financial strategy today can make a big difference tomorrow.

07/22/2026

Exciting news!

I'm pleased to share that I am now a Registered Representative with NYLIFE Securities LLC.

This milestone allows me to expand the ways I can help individuals, families, and business owners work toward their financial goals. In addition to protection strategies, I can now discuss investment solutions as part of a comprehensive financial strategy.

If you'd like to review your current financial plan or discuss your long-term goals, I'd be happy to connect.

07/13/2026

I've noticed something lately...

A lot of people change jobs over the years and don't think twice about the retirement account they left behind.

Before long, it becomes one of those things you'll get to later.

The truth is, a lot of people don't even know what their options are, and that's okay. It's not something most of us are taught.

I've been helping people review old retirement accounts and simply understand what choices they have. Every situation is different, but having the information can make all the difference.

If you have an old 401(k) from a previous employer and have been wondering what to do with it, feel free to reach out. Even if it's just to ask questions, I'm always happy to help.

07/04/2026

🇺🇸 Happy Independence Day! 🇺🇸

Today we celebrate the freedoms we enjoy and honor the brave men and women who have sacrificed to protect them.

As you gather with family and friends this Fourth of July, I hope you have a safe, relaxing, and memorable holiday filled with gratitude and celebration.

Thank you to all of my clients, friends, and supporters for your continued trust and support. It is truly appreciated.

Happy 4th of July, and God bless America! 🇺🇸

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