Lori Beiner, Financial Professional with New York Life

Lori Beiner, Financial Professional with New York Life Agent licensed to sell insurance through New York Life Insurance Company. 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, 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.

1660 Walt Whitman Road, Melville, NY 11747
Office: 631-897-3342 Text: (631) 906-7679

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almo...
06/01/2026

Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
05/29/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

A Kiplinger editor shares some retirement wishes for her father.
05/27/2026

A Kiplinger editor shares some retirement wishes for her father.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
05/22/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-...
05/20/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019.

In this week's Ask the Editor Q&A, Joy Taylor answers five questions on inherited IRAs and the 10-year clean-out rule for nonspousal IRAs inherited after 2019.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
05/18/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

Let this week serve as a reminder for women of all ages—your health matters! Take time for check-ups, self-care, and wel...
05/11/2026

Let this week serve as a reminder for women of all ages—your health matters! Take time for check-ups, self-care, and wellness. Prioritize YOU, because a healthy future starts today!

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to ...
05/08/2026

Whether you’re an employer looking to enhance your benefits without incurring direct costs, or an individual looking to protect and support your long-term financial security, permanent life insurance options from New York Life can help. Get in touch to learn how today.

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees sh...
05/06/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

Address

1660 Walt Whitman
Melville, NY
11747

Telephone

+16318973342

Website

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