Lizi Bourassa, Financial Services Professional with Nylife Securities LLC

Lizi Bourassa, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

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. I'm authorized to offer life insurance from New York Life to AARP members.

495 North Keller Road
Suite 150
Maitland, FL 32751
407-758-0845

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. 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. My California Insurance license number is 4255639.

PRACTICE UPDATE! I've officially accepted a corporate position as a Senior Associate with New York Life's Long-Term Care...
01/19/2024

PRACTICE UPDATE! I've officially accepted a corporate position as a Senior Associate with New York Life's Long-Term Care & Disability Income Insurance Team and I👏AM👏THRILLED👏 Annnnddd we're moving to New York in February!! 😃🗽

I am so excited for this unexpected opportunity and the adventure to follow! I will be working with New York Life advisors to help them better serve their clients with their Long-Term Care & Disability Income Planning 💚 I love this part of my practice SO much and can't wait to help so many more people across the country! Plus, I get to do this with someone I couldn't have done it without, the one and only Baby Babes, Matthew 😍😍😍

If you are a client of mine, I am unbelievably grateful for your trust in me and my practice 💗 YOU ARE THE REASON I have accomplished and learned so much and you are always welcome to reach out to me! While I am away, my trusted colleagues, Elena Marchese & Graham Pettis, will be servicing my clients' files. They are absolutely wonderful!! They are dedicated to education and service, and have been such a vital part of my New York Life journey. I am hoping to reach out personally to every one of you over the next few weeks but if you have questions before I get the chance to call you, please call me at 407.758.0845 and we can chat through next steps!

To my colleagues and mentors, 🥹THANK YOU🥹 from the very bottom of my heart for encouraging me to grow and giving me the tools to help so many wonderful people - y'all know who you are 💙

What an incredible journey I have been on since joining New York Life in 2019 🥲☺️ If you have a dream, just go for it! To sum up taking the leap into my dreams, I'll quote Aesop: "Adventure is worthwhile." Here we go!! 🎉🎉🎉

Taking care of a loved one can be difficult, especially when money is tight. Learn how you can get help with your budget...
01/15/2024

Taking care of a loved one can be difficult, especially when money is tight. Learn how you can get help with your budget. https://bit.ly/3vz5sCu

Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire...
01/15/2024

Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire positive change.

Are you or someone you know ready to explore a career with purpose and impact? I’m working with my Managing Partner at N...
01/12/2024

Are you or someone you know ready to explore a career with purpose and impact? I’m working with my Managing Partner at New York Life to grow our local footprint and am looking for likeminded people who have an entrepreneurial drive and innate desire to help others. If that someone is you, or you know of someone who may be interested, contact me!

While you may be young and healthy now, the future isn’t guaranteed. How long would you be able to meet your monthly exp...
01/09/2024

While you may be young and healthy now, the future isn’t guaranteed. How long would you be able to meet your monthly expenses if you couldn’t work due to a disabling sickness or injury? Disability insurance is there to replace a portion of your paycheck if you were sick or injured and unable to work.

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly...
01/04/2024

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly cost of your cell phone service. Just call or text me for your personalized quote.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2024

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

No matter what changes you have in your career, your individual disability insurance policy is there to help ensure ther...
12/29/2023

No matter what changes you have in your career, your individual disability insurance policy is there to help ensure there are no gaps in coverage, and can supplement and support any coverage you have at work.

Saving for retirement? Here are six moves experts suggest you avoid to ensure you have a substantial nest egg when you r...
12/27/2023

Saving for retirement? Here are six moves experts suggest you avoid to ensure you have a substantial nest egg when you reach retirement age.

Steering clear of these mistakes will save you a lot of regret once you reach retirement age.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2023

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

That’s why having an individual disability insurance policy is so important!
12/20/2023

That’s why having an individual disability insurance policy is so important!

If you're a woman caring for children or other loved ones, ask yourself: did you answer “yes” to any of the below questi...
12/18/2023

If you're a woman caring for children or other loved ones, ask yourself: did you answer “yes” to any of the below questions? If you did, you probably need life insurance. Talk to me today to make sure you have enough coverage.

Address

495 N. Keller Road Suite 150
Maitland, FL
32751

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