Jordan Gottlieb, Agent with New York Life

Jordan Gottlieb, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions. AR ins lic #4872860.

As a licensed Agent of New York Life Insurance Company 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, provides 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.

7500 College Blvd, Overland Park, KS 66210

Benefits and pitfalls of buy-sell agreements every advisor should knowBusiness entities come in all shapes and sizes, bu...
09/08/2026

Benefits and pitfalls of buy-sell agreements every advisor should know
Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circumstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses.
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We are fortunate to have great people behind the scenes to help our field force every day. I want to give a special than...
09/05/2026

We are fortunate to have great people behind the scenes to help our field force every day. I want to give a special thank you to Johnny Tucker, partner in our office for his continued support over the years.

09/03/2026
09/01/2026

Passing down a family business often brings both financial and emotional challenges. For Sam and Helen, splitting ownership of the business evenly between their three children – only one of whom is active in the business - could lead to significant gridlock. Watch Sam’s story to see how estate equalization offers a way to fairly distribute assets while preventing conflicts and ensuring that each family member is cared for. If you want to know how to avoid family conflicts that could arise from traditional inheritance plans and gain peace of mind in knowing your family’s future is secure, let’s talk.

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For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
08/25/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

The Ranchland Trust of Kansas's Prairie Picnic was a great time to catch up with Kelly Lenz, a trusted voice for Kansas ...
08/01/2026

The Ranchland Trust of Kansas's Prairie Picnic was a great time to catch up with Kelly Lenz, a trusted voice for Kansas agriculture!

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Overland Park, KS
66210

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+18168303732

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