Eric Kagan, Financial Services Professional with NYLIFE Securities,LLC

Eric Kagan, Financial Services Professional with NYLIFE Securities,LLC Helping Individuals, families, and business owners build a secure financial future through life insurance, retirement planning, and legacy strategies.

Proud Agent with New York Life Company I started in the Entertainment industry back in 1998. Since 2005, I have been a proud member of IATSE Local 44 and the past few years a proud member of IATSE Local 479. I have seen what it is like to for many of my union friends to deal with the unpredictable schedules, long gaps with no work, and zero safety net. With the past few years of Covid, the strikes

and natural disasters this has really take a toll on many. That experience pushed me to make a change- not just for myself, but for others. Now, as a Licensed Registered Representative with New York Life, I help people in all industries take control of their financial futures - with strategies that go way beyond insurance. From mutual funds, IRAs, Annuities and tax - deferred investments to life insurance and retirement income planning, I offer real tools to help you grow and protect your hard-earned money. Whether you are on set or in an office, stability isn't guaranteed. Smart planning is. I am here to help you accomplish that.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/01/2026

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

04/30/2026

Quick thought for anyone who's got a traditional IRA and kids they want to leave something to 👇
If you're at the age where you're required to take money out of your IRA every year — but you don't actually need that money — there might be a smarter move than just letting it pile up in a bank account.
Here's the thing: when you leave a traditional IRA to your kids, they don't just get the money. They get the tax bill that comes with it. Every dollar they withdraw gets taxed as regular income.
One strategy some people use: take those required distributions and put them into a life insurance policy instead. When you pass, your kids receive that money generally income tax-free.
You're essentially trading a taxable inheritance for a tax-efficient one.
Is it right for everyone? No. But if you're already taking RMDs you don't need to live on, it's worth at least knowing this option exists.
Estate planning isn't just about who gets what. It's about how they get it.
Drop a comment or send me a message if you want to talk through whether this makes sense for your family.


For educational purposes only. Not tax or legal advice — please consult a qualified professional for your specific situation. Life insurance is subject to eligibility and underwriting approval.

04/13/2026

Most people don't plan for long-term care. Their families end up paying the price.
Not just financially — emotionally.
The reality is, 7 in 10 people over 65 will need some form of long-term care in their lifetime. And when there's no plan in place, the burden of caregiving — and the cost — falls on the people closest to you.
Here's what a lot of folks don't realize: there are options beyond traditional long-term care insurance.
One I work with is called AssetFlex — a New York Life product that lets you allocate a lump sum that can be used for long-term care expenses if you ever need it. And if you never need it? You can get your money back through a return of premium feature, or pass it on as a death benefit.
So instead of the "use it or lose it" concern people have with traditional coverage, there's now a way to protect yourself and keep your options open.
Whether it's traditional long-term care or an asset-based solution — the best time to look at this is before you need it.
Have you ever had a conversation with your family about long-term care? Or is it one of those topics that keeps getting pushed to "someday"?

Products issued by New York Life Insurance Company. Not available in all states. Eligibility and benefits may vary.

04/08/2026

Most people hear "annuity" and tune out. That's a mistake.

Here's a quick breakdown of why annuities deserve a second look — especially if you're thinking about retirement income:

Fixed Annuity → Guaranteed interest rate. Predictable. No market exposure. Great if you want safety and simplicity.

Variable Annuity → Your money is invested in sub-accounts (like mutual funds). More growth potential, but you take on market risk.

Fixed Indexed Annuity → Tied to a market index (like the S&P 500), but with downside protection. You can participate in gains without full exposure to losses.

The common thread? A guaranteed income stream you can't outlive.

Social Security alone isn't a retirement plan. Pensions are disappearing. The 401(k) shifts all the risk onto you.

An annuity can act as your personal pension — giving you predictable income no matter how long you live or what the market does.

The right type depends on your situation — but the concept of guaranteed income belongs in almost every retirement conversation.

What questions do you have about annuities? Drop them below — I read every comment. 👇

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Los Angeles, CA

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