Claudia Mercado, Licensed Agent with New York Life

Claudia Mercado, Licensed Agent with New York Life We educate families, individuals and businesses with taking the steps to financial freedom. 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. 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.

420 lexington Ave, 15th Floor
New York, NY 10170
[email protected]

New Year's has come and gone, so it’s time to get to work on those goals. If money was on your list, learn how to help i...
01/24/2023

New Year's has come and gone, so it’s time to get to work on those goals. If money was on your list, learn how to help improve your financial literacy and increase your savings with these tips and strategies.

With these personal finance strategies from New York Life, you can easily get your financial situation in order and manage your personal financial risk.

I love helping my clients prepare for the future, that's why I recently received my specialty in retirement planning. Wh...
01/24/2023

I love helping my clients prepare for the future, that's why I recently received my specialty in retirement planning. Whether saving for the future or protecting the savings you've built, reach out and together we can prepare a strategy that gives you the retirement you deserve.

Offering Financial education and goodies  for grooms and brides at today’s show ❤️
01/22/2023

Offering Financial education and goodies for grooms and brides at today’s show ❤️

01/19/2023
I love helping my clients through every stage of life. That’s why I recently received my specialization in financial gui...
01/17/2023

I love helping my clients through every stage of life. That’s why I recently received my specialization in financial guidance. From protecting your family to saving for college (and things in between), reach out and let’s ensure you’re prepared for all of life’s big moments.

Whole life insurance can offer both advantages and disadvantages as an investment vehicle. Take a look at these pros and...
01/17/2023

Whole life insurance can offer both advantages and disadvantages as an investment vehicle. Take a look at these pros and cons to help you decide if its right for you.

A life insurance policy can be a solid addition to a well-rounded financial plan. If something happens to you, your life insurance will provide a death benefit to your loved ones that they can use to pay final expenses, clear debts or cover everyday living expenses. Whole life insurance is one po

This article highlights the types of life insurance policies you can borrow from, how a policy loan works, and how the l...
01/10/2023

This article highlights the types of life insurance policies you can borrow from, how a policy loan works, and how the loan can affect your policy.

Life insurance is an important tool that helps you protect your loved ones from financial distress if you die. There are also advantages to life insurance beyond the death benefit. If you have a policy with a cash value component, you can borrow money from your life insurance. Cash value life ins

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.
01/10/2023

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.

Start saving by asking questions.

01/08/2023

At our recent meeting The Montalto Law Firm, Christopher Montalto gave his Spotlight presentation about Real Estate law.

You’d go to great lengths to protect the ones you love. Thankfully, you won’t have to go far to get life-long insurance ...
01/06/2023

You’d go to great lengths to protect the ones you love. Thankfully, you won’t have to go far to get life-long insurance protection. Let’s talk about all the ways New York Life can help you build and protect your family’s financial future.

I am proud of the growing trend in Latina-owned businesses and the positive impacts they have had in their communities. ...
01/06/2023

I am proud of the growing trend in Latina-owned businesses and the positive impacts they have had in their communities. It would be an honor to help you protect the business you have built. Call me today and let’s get started.

01/05/2023

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New York, NY

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