Roberta Bar-Levav,Financial Services Professional with Nylife Securities

Roberta Bar-Levav,Financial Services Professional with Nylife Securities Financial Services Professional 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.

120 Broadway Suite 2900
New York, NY 10271
212-261-0200

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. My California Insurance license number is 0H78246

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
05/07/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

04/20/2026

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.
03/09/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and...
02/19/2026

Whether you are still working or preparing to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Whether you're still working or plan to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline...
01/13/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

The federal government’s shutdown has a bigger impact on retirees than just service delays.  Here’s how the shutdown can...
10/23/2025

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

Sandwich Generation adults caring for children along with aging parents may put their own retirement at risk as finances...
10/09/2025

Sandwich Generation adults caring for children along with aging parents may put their own retirement at risk as finances are split among generations. November is National Family Caregivers Month, a time to recognize individuals who give their time, energy, and money to support family members. If you can relate, let’s talk about solutions that can help secure your financial future.

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy w...
07/24/2025

Retirement planning requires a sound strategy, focus, and the willingness to stick to the plan. We make annuities easy with income solutions that can help you live out your retirement dreams. Let me show you how annuities can support a sound retirement strategy.

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. H...
02/13/2025

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. Here's what an M&A deal may mean.

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest ra...
09/03/2024

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.30% actual yield) as you strategically enter the market.

Learn about dollar cost averaging and how this investment option can work to your advantage in your universal life insurance policy.

Address

120 Broadway, Ste 2900
New York, NY
10271

Telephone

(212) 669-1623

Website

Alerts

Be the first to know and let us send you an email when Roberta Bar-Levav,Financial Services Professional with Nylife Securities posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Roberta Bar-Levav,Financial Services Professional with Nylife Securities:

Share