Nathan Kreitzer, Registered Representative with Nylife Securities LLC

04/12/2026

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

04/10/2026

Life insurance doesn't have to be expensive. At today’s rates, you may be able to get $1 million in quality term coverage for less than the cost of a premium streaming service. Reach out to me today to learn more.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

04/08/2026

Worried about taxes in retirement? As your protection needs change, the cash value of a life insurance policy can be a powerful source of tax-free income—allowing you to keep more of your savings for the things that matter. (Accessing the cash value will reduce the death benefit and cash surrender value, and the policy must be structured properly to maintain tax-free distribution status.) https://bit.ly/3OgZXSu

04/06/2026

Here’s what you should know about the hidden economic value of unpaid work.

Stay-at-home parents' unpaid labor is worth thousands annually, yet most families underinsure them. Learn why life insurance should value their contributions.

04/03/2026

Many of the most common sources of retirement income are taxable. Diversifying with sources of tax-free income may help lessen your tax hit in retirement. https://bit.ly/4e7JoD0

04/01/2026

Tony Malloy, New York Life’s Chief Investment Officer with 35+ years of financial experience, calls whole life insurance “an incredibly versatile and valuable financial product.” From tax-deferred cash value accumulation to stability through market cycles, his insights are a must-read. Read the Q&A with Tony Malloy here.
https://nyl.co/3NZPFpV

03/30/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

03/29/2026

Trusts and annuities can be a complex but powerful combo. A trust can own an annuity, but it’s not always simple. Tax rules vary, and the structure matters. At New York Life, we’re committed to making annuities easier for you. Need a guide for when a trust could make sense for you? Talk to me, I’ve got one.

03/28/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

03/26/2026

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potential care need. Click below to read this article to learn about your options.
https://cbsn.ws/4t4t1vf

03/24/2026

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.