Tanner Crooks, Financial Services Professional with NYLIFE Securities LLC

Tanner Crooks, Financial Services Professional with NYLIFE Securities LLC Agent licensed to sell insurance through New York Life Insurance Company. 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. 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. 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.

400 E Kaliste Saloom
Suite 5100
Lafayette, LA 70508

04/24/2026

Life changes. Your insurance should too.

When was the last time you reviewed your policy? A quick check can make sure you’re not over paying for a poor policy.

Let me review it and see if it still fits your life.
Comment “pm” and I’ll reach out to you!

04/06/2026

Do you actually know what life insurance you have?

If it’s been a while, you may be overpaying for little coverage. I’ve found many of my clients don’t realize they are over paying hundreds of dollars monthly due to yearly increases.

This isn’t about buying more. Just making sure what you have still has its value for the cost.

Message me to help you get the most out of what you’re putting in!

04/02/2026

Tax Deadline Alert 🚨

If you’re a business owner, looking for the smartest ways to lower your taxable income?

Why pay the IRS when you could be paying yourself instead? 💰

Let’s get your SEP IRA set up and funded before the deadline.

📩 Message me today to get started.

03/22/2026

You’ve been meaning to start saving for your kids future….but didn’t know where to start.

Savings account? Investing? College fund? 🤯

So you put it off.

Here’s the good news: you don’t need a perfect plan, you just need to start.

Even small amounts today can grow into something big for their future.

If you want simple, clear options let’s talk about what you can do. Message me “KIDS” 👍

03/09/2026
Retirement isn’t just about how much you save. It’s about how you’re taxed. 💡The right mix can maximize what you actuall...
02/18/2026

Retirement isn’t just about how much you save. It’s about how you’re taxed. 💡

The right mix can maximize what you actually keep and create more flexibility in retirement.

Let’s have a conversation and build a strategy that works for you. 📩

02/13/2026
02/10/2026

Are you someone who hasn’t put in place a plan for your life after Retirement?

That’s more common than you think.

Getting started doesn’t have to be complicated, it just starts with a conversation.

Let’s talk about how we can get you to live the life you’ve always dreamt of in retirement!

01/12/2026

Business Owners: Are You Looking for a Write-Off?

The deadline is coming up, and there may still be time to:
✔ Lower your taxable income
✔ Make a deductible contribution
✔ Strengthen your retirement plan

I take pride in helping business owners and self-employed professionals navigate these opportunities.

Let’s talk before the deadline passes.

For 172 consecutive years, we’ve continued our tradition of sharing success with those who place their trust in us. It’s...
11/20/2025

For 172 consecutive years, we’ve continued our tradition of sharing success with those who place their trust in us. It’s another way we demonstrate our long-term strength, stability, and commitment to our policy owners.

📞 Let’s talk about how our dividend-paying products can help you reach your financial goals.

New York Life has declared the largest dividend in our company’s history to be paid to eligible participating policy owners in 2026. For 172 consecutive years, we’ve shared our success with those who place their trust in us, continuing to grow stronger together.

Address

400 E Kaliste Saloom Road
Lafayette, LA
70508

Website

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