Megan Swann New York Life Agent

Megan Swann New York Life Agent Financial Services Professional offering 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

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. 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. General Office: 500 Liberty St. SE Ste 500 Salem, Or, 97301
503-585-4820

Life is always busy, so I know finding time to prepare for all that lies ahead isn't easy. That's why I'm here to help y...
02/23/2023

Life is always busy, so I know finding time to prepare for all that lies ahead isn't easy. That's why I'm here to help you make the most of your time. If you've been meaning to get life insurance, read this article and let's talk. Month

When it comes to life insurance, one size doesn't fit all. Compare all of New York Life's insurance plans and find the right one for your financial needs.

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips ...
02/21/2023

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

Love is top of mind today-do you own your own Life Policy to ensure the people you love tirelessly are cared for if you ...
02/15/2023

Love is top of mind today-do you own your own Life Policy to ensure the people you love tirelessly are cared for if you aren't here? Life insurance can pay off your home so your family doesn't have to move. It can fund college education. It can provide care in your absence. Help your loved one continue the dreams you had together. Life insurance is a final love letter that says from the beginning to the end, I've got you.
Let's connect and start writing yours đź’—

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.
01/28/2023

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Many signs are pointing to the recent bear market rally running out of steam, so when will it roar again? Find out in th...
01/26/2023

Many signs are pointing to the recent bear market rally running out of steam, so when will it roar again? Find out in this article.

Many signs are pointing to the recent bear market rally running out of steam. Thus, investors are watching closely for signs of the next catalyst to send stocks lower once...

Four ways Gen Zers can ramp up their retirement savings and set themselves up to thrive in their later years with a litt...
01/24/2023

Four ways Gen Zers can ramp up their retirement savings and set themselves up to thrive in their later years with a little planning now.

Here are expert tips to help you reach retirement goals.

Form 5500 summarizes your company’s compliance with employee benefits plans. This guide explains everything you need to ...
01/22/2023

Form 5500 summarizes your company’s compliance with employee benefits plans. This guide explains everything you need to know about the form and how to prepare it.

As your business grows and you begin handling employees and payroll, there are tax and legal obligations you’re required to meet. One is filing Form 5500, which summarizes your company’s compliance with employee benefit plans (EBPs). This guide explains everything you need to know about Form 550...

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’...
01/19/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

Join us for an end of year holiday celebration!
11/30/2022

Join us for an end of year holiday celebration!

Small Business Saturday is about supporting and investing in our communities. Shop local businesses in your area today.
11/25/2022

Small Business Saturday is about supporting and investing in our communities. Shop local businesses in your area today.

Here are a few reminders to help you take advantage of the tax breaks associated with your 529 college savings plan in y...
11/23/2022

Here are a few reminders to help you take advantage of the tax breaks associated with your 529 college savings plan in your state.

Year-end state deadlines for making 529 college savings plan contributions that can maximize state tax breaks, are coming soon.

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Medford, OR

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