Olga Szwed, Licensed Agent with New York Life

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Olga Szwed, Licensed Agent with New York Life

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Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.

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.

14850 N. Scottsdale Road, Suite 400, Scottsdale, AZ 85254
My CA Insurance license number is 4042479

11/02/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

10/31/2026

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains taxes.

Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

10/30/2026

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and leave siblings fighting long after you’re gone.

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4ySkbU6

If you have questions about your own beneficiary choices, send me a message.

10/28/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

10/27/2026

Social Security needs more money, and some Congressional lawmakers want high earners to help provide it. But changing the Social Security tax cap would be more complicated than simply asking high earners to pay more taxes.

Some lawmakers are calling for higher payroll taxes for certain workers to help save Social Security from insolvency.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/26/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

Address

Phoenix, AZ
85016

Telephone

+14252415151

Website

https://www.newyorklife.com/agent/oszwed

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