Alison Harrelson, Agent with New York Life

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

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.

MAHJONG! 🤩 Thank you to my amazing sister for introducing me to this game! I’m so proud and excited for her and her new ...
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! 😊

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 ...
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. ⏳📜

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
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.

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likeliho...
08/05/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/45GTAwY

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4x5PYQJ
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve b...
07/21/2026

Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4ftBYZU
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
07/10/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

Several methods can help you calculate how much life insurance you need to financially support loved ones
07/08/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

Address

495 N Keller Road, Ste 150
Maitland, FL
32751

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