Gwyneth Lai, Licensed Agent with New York Life

Gwyneth Lai, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company.

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.

1983 Marcus Ave, Suite 210
Lake Success, NY 11042
(347) 430-2803

This article explores how expanding and protecting Social Security could be one of the most important ways to address re...
11/17/2022

This article explores how expanding and protecting Social Security could be one of the most important ways to address retirement insecurity in the U.S.

Retirement policies are totally inadequate to the needs of retirees and workers coming upon retirement.

For parents of young children, much of their college loan debt can be avoided if you start saving early and often. Here ...
11/16/2022

For parents of young children, much of their college loan debt can be avoided if you start saving early and often. Here are four easy ways you can jumpstart saving for a debt-free degree for your kids.

Much of college loan debt can be avoided — attention young parents — if you start saving early and often.

Life is full of unexpected moments and expenses, which can lead to people cutting back on saving for retirement. Here ar...
11/15/2022

Life is full of unexpected moments and expenses, which can lead to people cutting back on saving for retirement. Here are some circumstances where you may need to step away from saving for retirement and prioritize other financial matters.

When it comes to good financial habits, the general rule is everyone should be able to put a certain percentage of their earnings into a retirement fund and continuously keep contributing to said...

Whether your family is getting bigger this year or just your grocery bill,   is a time for growth. Learn how you can use...
11/14/2022

Whether your family is getting bigger this year or just your grocery bill, is a time for growth. Learn how you can use dividends (not guaranteed) to get more from your whole life policy and reach out if you want to talk turkey.

What should you do with your life insurance dividends? Learn from New York Life about dividends payouts and how they can be used to reach your financial goals.

Family is what you make it, so in honor of  , make sure your loved ones and all your dreams for the future are protected...
11/11/2022

Family is what you make it, so in honor of , make sure your loved ones and all your dreams for the future are protected.

When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

The IRS announced new inflation limits for 2023 that will allow the lifetime estate and gift tax exemption to jump to $1...
11/10/2022

The IRS announced new inflation limits for 2023 that will allow the lifetime estate and gift tax exemption to jump to $12.92 million in 2023, increasing the amount of wealth you can transfer tax-free to your heirs.

Inflation means that well-off folks will be able to transfer much more to their heirs tax free during life—or at death.

Challenging how things are done can be scary but also rewarding. When was a time you dared to do something differently o...
07/05/2021

Challenging how things are done can be scary but also rewarding. When was a time you dared to do something differently or in an entirely new way?

Make the most of your Social Security benefits with these tips.
07/03/2021

Make the most of your Social Security benefits with these tips.

Deciding when to start taking your Social Security benefits can have significant financial consequences. Here are some of the factors you should think through.

After a year that challenged us on both the short and long-term level, perhaps now it's time to reevaluate your strategy...
07/02/2021

After a year that challenged us on both the short and long-term level, perhaps now it's time to reevaluate your strategy for the future. Read about our short and long-term options and start preparing for what’s ahead.

Learn the differences between term and permanent life insurance and compare their unique benefits. New York Life can get you the right fit for the right situation.

Click here to learn why New York Life rose six positions from last year to rank number 67 in the 2021 Fortune 500 list a...
07/01/2021

Click here to learn why New York Life rose six positions from last year to rank number 67 in the 2021 Fortune 500 list and included in the Fortune 100.

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

While many states are easing their   restrictions, for many, the effects of the pandemic will last a lifetime. That's wh...
06/30/2021

While many states are easing their restrictions, for many, the effects of the pandemic will last a lifetime. That's why the is expanding eligibility requirements and extending its deadline through 2021. Learn more here.

New York Life and Cigna's Brave of Heart Fund now accept applications through December 31st, 2021 and offer grants to non-dependent children, parents, siblings and grandparents

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if ...
05/01/2020

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if you go the extra mile for your employees.

For 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Address

Lake Success, NY
11042

Telephone

+13474302803

Website

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