Carter O’Neil Shipp, Registered Representative with Nylife Securities LLC

Carter O’Neil Shipp, Registered Representative with Nylife Securities LLC 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, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this page 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.
300 Washington Street, Suite 300, Monroe LA 71201 318-366-4248
My AR Insurance License number is 3376890

For over 175 years, New York Life has been helping families build better futures. That’s why we're thankful to be part o...
11/21/2022

For over 175 years, New York Life has been helping families build better futures. That’s why we're thankful to be part of the time-honored tradition of the . Tune in November 24th to see our updated float.

The Macy’s Parade will include New York Life's float for the fourth consecutive year.

11/17/2022

Making people feel more secure is what we’re about. So even though dividends are not guaranteed—I’m proud to say that 2023 will be the 169th consecutive year that eligible policy owners receive them. Let’s talk about what that could mean for your future.

New York Life declares largest dividend in company history with $2.0 billion total payout expected in 2023.

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart stra...
11/17/2022

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
http://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle_Final.pdf

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life...
11/10/2022

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life insurance is a great way to show your children or grandchildren just how much they mean to you.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Ch...
11/07/2022

It's Long-Term Care Awareness Month. Do you know if you're prepared to handle the financial burden of long-term care? Check out the latest Survey from New York Life

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

Life is full of unexpected moments and expenses, which can lead to people cutting back on saving for retirement. Here ar...
10/21/2022

Life is full of unexpected moments and expenses, which can lead to people cutting back on saving for retirement. Here are some circumstances where you may need to step away from saving for retirement and prioritize other financial matters.

When it comes to good financial habits, the general rule is everyone should be able to put a certain percentage of their earnings into a retirement fund and continuously keep contributing to said...

We’re not in a bull market today, but it’s just a matter of time before we enter one. Here’s what you need to know about...
10/17/2022

We’re not in a bull market today, but it’s just a matter of time before we enter one. Here’s what you need to know about the changing markets and why your investment strategy shouldn’t change.

Regardless of what the market is doing, sticking to a consistent investing routine will help ensure you stay on track to meet your financial goals.

From inflation concerns to debt, there's no shortage of headwinds for young people these days. That's why it's important...
10/10/2022

From inflation concerns to debt, there's no shortage of headwinds for young people these days. That's why it's important to have a financial strategy. Here are some tips that can help.

Build a financial strategy based on your realities and expectations. Consider these tips and strategies when building your financial future.

The NAIC’s Life Insurance Policy Locator helps connect consumers with their deceased loved ones' lost life insurance pol...
10/06/2022

The NAIC’s Life Insurance Policy Locator helps connect consumers with their deceased loved ones' lost life insurance policies and annuity contracts. Here’s how to use the Life Insurance Policy Locator.

The National Association of Insurance Commissioners' (NAIC) Life Insurance Policy Locator (LIPL) helps to connect consumers with their deceased loved ones' lost life insurance policies and annuity contracts.

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked am...
10/05/2022

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

Over the income threshold for student loan forgiveness? Here are some steps you can take to get relief.
10/03/2022

Over the income threshold for student loan forgiveness? Here are some steps you can take to get relief.

President Biden's student loan forgiveness plan caps incomes at $125,000 or $250,000. If you don't qualify, what other options do you have?

09/29/2022

Protecting your family is important. But so is making headway on your financial goals. Fortunately, there are two new insurance products that can help you do both. Learn more here and let’s talk about what these tax-advantaged solutions can do for you.

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

Address

300 Washington Street, Suite 300
Monroe, LA
71201

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