Kailee McDaniel, Licensed Agent with New York Life Insurance Company

Kailee McDaniel, Licensed Agent with New York Life Insurance Company Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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.

7111 Fairway Dr., Ste 202
Palm Beach Gardens, FL 33418

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and de...
11/11/2023

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-fr...
11/09/2023

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life ...
11/02/2023

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax...
10/26/2023

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.

Learn about securing permanent lifetime protection with a New York Life whole life insurance policy, which offers access to cash value over time.

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now,...
10/19/2023

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now, and build tax-free income for when you need it most. Give me a call to discuss which may work best for you.

Everyone talks about the importance of diversification for your investments. But what about tax diversification? You can...
10/12/2023

Everyone talks about the importance of diversification for your investments. But what about tax diversification? You can create tax-free income for your future retirement. Call me today to learn more. https://bcove.video/3hNaWOd

How much life insurance do you really need? It really depends on a number of different factors. This video from New York...
10/09/2023

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

When it comes to retirement, it's not just how much income you'll have. It's how much you'll be able to use. Give me a c...
10/05/2023

When it comes to retirement, it's not just how much income you'll have. It's how much you'll be able to use. Give me a call to learn how to build tax-free income for your future retirement.

Learn about securing permanent lifetime protection with a New York Life whole life insurance policy, which offers access to cash value over time.

Do you have money set aside? With a current 6.0% interest rate, you can reduce your out-of-pocket costs with a Premium D...
10/04/2023

Do you have money set aside? With a current 6.0% interest rate, you can reduce your out-of-pocket costs with a Premium Deposit Account that lets you prepay premiums for a Custom Whole Life insurance policy. Reach out and I'll explain how you can use your rainy day fund to help address your protection needs.

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This vid...
09/29/2023

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New Yo...
09/19/2023

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New York Life Insurance Company shows you 5 ways that life insurance gives your family the financial security they deserve. If you have questions about the importance of life insurance for your family, please feel free to contact me. https://bcove.video/3PKghcW

Balancing your work life with your personal life can be a challenge. How are you managing to do it?
09/18/2023

Balancing your work life with your personal life can be a challenge. How are you managing to do it?

Address

7111 Fairway Drive , Suite 301
Palm Beach Gardens, FL
33323

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15616604053

Website

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