Marcus Esquivel,Financial Services Professional with Nylife Securities LLC

10/05/2022

Nonprofit organization Life Happens is recognizing Hispanic Heritage Month and sharing common myths and hesitations that the Hispanic community has about purchasing life insurance. Check them out and reach out to me if I can help put your mind at ease about how to protect you and your loved ones.

09/09/2022

Here’s the good and bad news. Our latest Wealth Watch survey reveals that while consumer confidence is down, it has not dropped dramatically from earlier in the year. You can find the full report for July here: If you have questions about your financial future, I am here to help.

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

09/05/2022

Happy ! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

09/01/2022

The 2022 Advisor Symposium will be held on Wednesday, November 9, from 1:00-4:30 p.m. Eastern. This unique continuing education program is provided for accountants, practicing attorneys, and financial professionals whose clients utilize sophisticated estate and business planning strategies. Mark your calendar for this in-person collaborative event and stay tuned for further details!

09/01/2022

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today!

08/06/2022

Summer days are meant for relaxing, and so is your retirement. Here are a few tips that can help.

As you transition from retirement saving to living in retirement, consider how to structure your income and manage your portfolio to plan for a longer life.

08/05/2022

This article examines three ways you can assess how long the bear market might last and how severe the fall for stocks might be.

Here are three ways we can assess how long the bear market might last and how severe the drawdown for stocks might be.

08/05/2022

Former and retired NFL players offer insights about retirement planning and what makes a financially free and successful retirement.

Retirement planning is extremely challenging because we don’t know exactly when it is going to occur or how long we will be in retirement.

08/04/2022

Markets go through cycles, but you don’t want to wait until you’re retired to protect yourself. These strategies can help safeguard your lifelong savings against a recession.

Whether you are already in retirement or gearing up to retire in a couple of years, here are some strategies to safeguard your lifelong savings.

08/03/2022

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

08/02/2022

Watch Robert Keebler present “Planning for the Large Estate in 2022” in NYL’s Advisor Webinar series, where he discussed portability, IDGT sales, income taxation of inter-vivos trusts, choosing the state with the best trust and income tax for the client, and the special advantage of split-dollar life insurance. After you hear Bob’s insights, give me a call to learn more about how these planning strategies can be used to benefit your clients.

Planning for the Large Estate in 2022

08/01/2022

What kind of legacy do you want to leave to your loved ones?