Stephen M. Beaty, Agent with New York Life

09/07/2026

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

09/07/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

09/03/2026

A Milestone Worth Celebrating!
For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My Care, and for the first time ever, dividends are being paid on NYL Secure Care.
This is a powerful moment for our long-term care business. With nearly 40 years of leadership, New York Life continues to deliver strength, stability, and added value to policyholders, helping them protect what matters most.

09/02/2026

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.

08/28/2026

Look at this work! If your property needs any work like this call John and his team!! They truly are the best.

08/27/2026

What a great time of inspired learning and celebrating accomplishments!!! I was honored again to have achieved 2026 Executive Council recognition. This year in Denver Colorado! I could never achieve this without the confidence my clients have in me. By giving me the opportunity to provide adequate solutions for their own, their families’ and their business’s financial protection and for their asset growth and long term planning, I strive to serve them daily, and am rewarded in turn with council status. I achieved this opportunity for Executive Council a second straight year. My love for the advisor profession and helping my clients truly make this accomplishment a reward of which I am so grateful. Thank you clients and thank you to my greatest advisor of all and partner, my wife.

08/24/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.

08/21/2026

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability event—even if the rest of your financial strategy is in great shape.
Many people don't discover gaps in their income protection until they're forced to rely on it.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

08/20/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

08/19/2026

You save consistently. You have coverage through work. By most measures, may be ahead of the curve.
But if a covered disability event prevented you from working—not permanently, just long enough to matter—would your plan hold up?
Many people with a solid financial plan haven't actually answered that question.
Let's review your current income protection.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.