Edwin Santiago, Financial Services Professional with Nylife Securities LLC

Edwin Santiago, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities 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.
5805 Blue Lagoon Dr. Suite 301, Miami, FL 33126 Office: 305-263-1400
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.

Let this week serve as a reminder for women of all ages—your health matters! Take time for check-ups, self-care, and wel...
04/28/2025

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!

The New York Life Investments Global Market Strategy team has been on the road, engaging with U.S.-based investors and g...
04/28/2025

The New York Life Investments Global Market Strategy team has been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Market Matters for their Fed view, the broader implications of policy uncertainty on portfolio allocation, and more.
https://bit.ly/4lRiKQp

Looking for a way to prepay your life insurance premiums? Lock in a 10% interest rate for the first year and 5% for subs...
04/28/2025

Looking for a way to prepay your life insurance premiums? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account on select life insurance products. Speak to me today to learn more.

An ABLE account can help improve quality of life for individuals with a disability — it permits tax efficiencies for ong...
04/24/2025

An ABLE account can help improve quality of life for individuals with a disability — it permits tax efficiencies for ongoing expenses without jeopardizing benefits.

An ABLE account can improve quality of life for individuals with a disability — it permits tax-free saving for ongoing expenses without jeopardizing benefits.

Here are three tried-and-true ways to turn middle-class earnings into generational wealth.
04/23/2025

Here are three tried-and-true ways to turn middle-class earnings into generational wealth.

With the right strategies, you can turn today's income into tomorrow's lasting wealth. Here are three ways to start building that legacy.

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glanc...
04/14/2025

Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.

The announcement of a reciprocal U.S. trade policy rattled global markets last week. With fresh tariffs now front and ce...
04/14/2025

The announcement of a reciprocal U.S. trade policy rattled global markets last week. With fresh tariffs now front and center, our Global Market Strategy team is updating their U.S. economic scenarios to reflect what they see as a decisive shift in risks. Learn more in this week's :
https://bit.ly/3Riunlp

04/07/2025

Do you know that New York Life just declared the largest dividend in our company's history? What's more, it will be the 171st consecutive year that we've paid dividends to eligible participating whole life policy owners. You can read about it on our website or call me if you want to know more.

New York Life, America’s largest mutual life insurer, has declared a dividend of $2.5 billion payable to eligible participating policy owners in 2025, the highest payout in its nearly 180-year history.

Financial knowledge is the key to making confident money decisions. Whether you're planning for the future, managing deb...
04/03/2025

Financial knowledge is the key to making confident money decisions. Whether you're planning for the future, managing debt, or building wealth, the right guidance makes all the difference. This , let’s take the next step together—reach out today for a chat about your financial goals!

In this week's  , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – tho...
04/03/2025

In this week's , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – though investors could be forgiven for not feeling especially free. Announced for April 2, the term refers to the Trump administration’s planned rollout of reciprocal tariffs aimed at trade partners with big surpluses and steep barriers to U.S. exports. The idea is to “level the playing field” in global trade, and the hope is more clarity could reduce investor angst – even if that clarity comes with higher trade barriers.
https://bit.ly/3R38xCi

Deciding where to retire is about more than just the bottom line cost, it’s also about your quality of life in retiremen...
04/03/2025

Deciding where to retire is about more than just the bottom line cost, it’s also about your quality of life in retirement too. Which factors should you consider?

From cost to quality of life, here are the factors to consider when weighing this important decision.

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5805 Blue Lagoon Drive
Miami, FL
33126

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