Alison Harrelson, Agent with New York Life

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Alison Harrelson, Agent with New York Life

Financial Services Professional with NYLIFE Securities LLC Please
contact me to help you fully analyze your needs and recommend appropriate solutions.

As a licensed Agent of New York Life Insurance Company 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. I am an Agent licensed to sell insurance through New York Life Insurance Company 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. Neither New York Life Insurance Company, nor its agents, provides 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.

495 N Keller Road, Ste 150
Maitland, FL 32779
407-437-6515

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4iqZrwu

If you have questions about your own beneficiary choices, send me a message.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3WrnFPG

If it gets you thinking about your own plans, send me a message.

10/05/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4hGEFZw
If this sounds like you, or someone you know, send me a message and let's talk.

09/28/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

08/25/2026

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.

08/24/2026

MAHJONG! 🤩 Thank you to my amazing sister for introducing me to this game! I’m so proud and excited for her and her new business Ellora Mahjong! It has been so fun learning, playing, winning and meeting new awesome friends! If you haven’t tried it out yet you are missing out.
I’ll be attending as many events as possible! It’s that much fun! Follow Ellora Mahjong to get in on the fun! 😊

08/13/2026

Have you been thinking about the need to have a will in place but have been putting it off? If you have loved ones, you need a will! In honor of August being National Get a Will month, New York Life is offering complimentary wills, power of attorney and health proxy services to EVERYONE, not only our clients! If you’d like to learn more, reach out to me before the end of the month. ⏳📜

08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4cihgLQ
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Address

495 N Keller Road, Ste 150
Maitland, FL
32751

Website

https://www.newyorklife.com/

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