Carla Urdanivia, Licensed Agent with New York Life

12/19/2022

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

12/12/2022

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

12/05/2022

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the four tips outlined in this article to get started, and contact me for other helpful strategies and solutions.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

11/28/2022

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and outlines some of the tools that are available to help. Let me know if you have any questions.

Keeping talented workers is essential to any thriving business. New York Life has 6 tips to retain employees and promote a positive workplace environment.

11/15/2022

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutions can help give you a competitive advantage.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

07/21/2022

Watch Robert Keebler present “Planning for the Large Estate in 2022” in NYL’s Advisor Webinar series, where he discussed portability, IDGT sales, income taxation of inter-vivos trusts, choosing the state with the best trust and income tax for the client, and the special advantage of split-dollar life insurance. After you hear Bob’s insights, give me a call to learn more about how these planning strategies can be used to benefit your clients.

Planning for the Large Estate in 2022

07/20/2022

The 2022 Advisor Symposium will be held on Wednesday, November 9, from 1:00-4:30 p.m. Eastern. This unique continuing education program is provided for accountants, practicing attorneys, and financial professionals whose clients utilize sophisticated estate and business planning strategies. Mark your calendar for this in-person collaborative event and stay tuned for further details!

07/18/2022

If you're in, and you're putting your time into it, you might as well win it and work on being the best that ever did it!

Is that how you think?. You should! Why not?

Commit to what you really want. Set this goal as a vision for yourself, of what is truly possible for you.

And whatever hundreds or thousands or even millions of others have done, you can do as well, if you have the conviction and willing to do it.

Note though, that anything less than a life long commitment to excellence becomes an unconscious acceptance of mediocrity, or poor performance. No company or individual ever started off with the goal of mediocre performance. But in the absence of a deep-down commitment to excellence, mediocre performance happens naturally and automatically

07/10/2022

Summer can be full of tough decisions—where to travel, what to pack, who can you get to watch the dog? Don't let life insurance be one of them. Learn the differences between term and permanent life insurance and let's talk about which one is right for you.

Learn the differences between term and permanent life insurance and compare their unique benefits. New York Life can get you the right fit for the right situation.

07/09/2022

Summer days are meant for relaxing, and so is your retirement. Here are a few tips that can help.

As you transition from retirement saving to living in retirement, consider how to structure your income and manage your portfolio to plan for a longer life.

07/08/2022

2022 will mark the 168th consecutive year we’ve issued dividends to eligible participating policy owners. Give me a call today to start planning for tomorrow and take part in any future dividend.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.