Jordanna Schatz, Financial Services Professional with Nylife Securities LLC

Jordanna Schatz, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities,
products, and services through NYLIFE
Securities LLC. (Member FINRA/SIPC). A Licensed Insurance Agency.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a
Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

999 Fourier Dr., Ste 300
Madison, WI 53717
815-355-2242

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. I am not licensed in all jurisdictions. 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.

Asia Schroeder discusses her first husband’s passing away on active duty in Iraq, how it turned her life upside down, an...
03/28/2023

Asia Schroeder discusses her first husband’s passing away on active duty in Iraq, how it turned her life upside down, and how his leaving behind life insurance gave her additional peace of mind about the future. Check out their full story in this video.

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offer...
03/26/2023

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

When Asia Schroeder’s first husband passed away in Iraq, she didn’t think that something like this could ever happen to ...
03/22/2023

When Asia Schroeder’s first husband passed away in Iraq, she didn’t think that something like this could ever happen to her. It was something that happened to other people. Thankfully, smart preparation ensured that emotional struggle wasn’t compounded by a financial struggle. Watch the full story of the Schroeder’s here https://bit.ly/3Z8UIUg

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Gi...
03/16/2023

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

03/14/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/3YNfwk4

Losing an hour of sleep to   can be annoying, but losing out on the benefits long-term insurance can provide can be bad ...
03/12/2023

Losing an hour of sleep to can be annoying, but losing out on the benefits long-term insurance can provide can be bad for your financial health. Learn how converting from term to whole life insurance can help you rest easier every day.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

Asia and Cory used the cash value of their permanent life insurance policy to fund the down payment on the new building ...
03/10/2023

Asia and Cory used the cash value of their permanent life insurance policy to fund the down payment on the new building for their gym. Life insurance provided Asia’s family with financial support more than once. Watch the full story here https://bit.ly/3T5UKuO

Worried about the way taxes could affect your standard of living in retirement? Tax diversification with life insurance ...
03/09/2023

Worried about the way taxes could affect your standard of living in retirement? Tax diversification with life insurance can help you save more of your money. Contact me to find out how.

An unexpected early retirement can create major challenges for women if they're not ready. This Women's Day, take charge...
03/08/2023

An unexpected early retirement can create major challenges for women if they're not ready. This Women's Day, take charge of your financial future and learn what you can do to be better prepared.

Why women need a backup plan in case they need to retire early.

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consum...
03/07/2023

Financial security isn't only about making the right moves, it's about avoiding the wrong ones too. This National Consumer Protection Week, learn some of the best ways to spot, avoid, and report scams that can affect your financial well-being.

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance ...
03/06/2023

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs

Address

999 Fourier Drive , Ste 300
Madison, WI
53717

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