Jacqueline Peña, Financial Professional, Life Insurance Agent

03/26/2024

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!

See results from New York Life's Wealth Watch survey 2024 outlook.

03/12/2024

During Women’s History Month, join us in celebrating the countless contributions of women in our society. It’s a time to honor the remarkable women of the past who paved the way, as well as those today who continue to forge new paths. Take a moment to recognize the important women in our own lives who make a meaningful difference—not just during this month, but every day of the year.

03/11/2024

Nothing says forever like planning for the afterlife together!

02/29/2024

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.

02/23/2024

Let them know you love them by getting life insurance. It can speak for you even when you can’t.

02/22/2024

We’re a proud supporter of month in February. The truth is, the next time you struggle with saying “I love you,” you can show them how much you care with life insurance.

02/21/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

02/19/2024

Wishing everyone a day filled with family, unity, and the spirit of democracy as we honor and reflect on the leaders who shaped our great nation.

01/15/2024

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that deserve attention, it's important not to neglect day-to-day things like saving for retirement or paying off debt. Whether your goals are big or small, short-term or long, having a professional guide you in your decision-making process can be the best gift you give yourself this year. Reach out and let's talk.

The new year always prompts us to take stock of our lives and plan to be better versions of ourselves. It’s this self-examination that leads so many of us to make New Year’s resolutions, but the statistics on achieving these goals make for sobering reading.

01/15/2024

Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire positive change.

01/13/2024

Looking for a way to prepay your life insurance premiums? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account on select life insurance products. Speak to me today to learn more.