Jake Beaty Stonebridge Legacy Insurance Solutions

Jake Beaty Stonebridge Legacy Insurance Solutions Financial Professional/ Avid Fisherman/ Community Theatre Geek/ Lover of Music/ Adventurous Wanderer Legacy Always. I am not licensed in all jurisdictions.

Stonebridge Legacy Insurance Solutions is built on a simple philosophy: Protection First. I help families, professionals, business owners, and skilled tradespeople protect what they've worked hard to build through life insurance, long-term care solutions, retirement income protection, and legacy-focused insurance strategies. Most people build for growth first and manage risk later. I take a protec

tion-first approach by helping clients address income, long-term care, and legacy risks before they become financial challenges. As an Agent licensed with New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company, I work with clients to identify protection-focused solutions tailored to their needs. Depending on the situation, insurance recommendations may include products from New York Life Insurance Company and other unaffiliated insurance carriers. Stonebridge Legacy Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither New York Life Insurance Company, NYLIFE Securities LLC, nor their agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making financial decisions. Any testimonial on this site is based on an individual's experience and may not be representative of other customers' experiences. Testimonials are not a guarantee of future performance or success. Stonebridge Legacy Insurance Solutions
Protection First. Legacy Always.

5400 Riverside Dr., Suite 102
Macon, GA 31210
(828) 606-2442 mobile

Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probabl...
09/09/2026

Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probably think.

Life insurance is key for small business owners.
09/08/2026

Life insurance is key for small business owners.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

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

09/04/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover t...
09/03/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

Scams are rampant and hard to identify. Stay up to date with this information.
09/03/2026

Scams are rampant and hard to identify. Stay up to date with this information.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
09/01/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it...
08/31/2026

Caregiving can begin with small acts of support and concern for someone you love. Recognizing the role early may make it easier for families to discuss long-term care preferences, responsibilities, and support before needs become more urgent.
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Address

5400 Riverside Drive Suite 102
Macon, GA
31210

Telephone

+18286062442

Website

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