Regina C Diaz, Financial Services Professional with Nylife Securities LLC

07/25/2026

I recently had the pleasure of qualifying for and attending the Million Dollar Roundtable Meeting in Anaheim, California. It was amazing to meet so many successful professionals from around the world.

07/21/2026

Business owners know that retaining key employees is essential for success, but annual bonuses don’t really incentivize employees to stay around for the long term. Watch James’s and Celeste’s stories to see how the effective use of strategic incentive programs backed by life insurance can be a smart, tax-preferred choice that benefits both your employees and your business, and then let’s talk about how a deferred compensation plan could secure your business.

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07/14/2026

If you own a business, your estate plan has to do more than list who gets what. It needs to protect the company you’ve built, keep operations running smoothly if something happens to you, and give your family clarity instead of chaos. This article describes how the right trust can support privacy, continuity, and long-term planning for business owners. If you would like to explore how a trust can support your succession goals or safeguard your business for the future, let’s get together and walk through your options.

07/07/2026

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.
https://bit.ly/3SQb0UL

06/30/2026

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.

06/23/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

06/16/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

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06/09/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

05/06/2026

Please join us for food, fun and conversation at our upcoming Ribbon Cutting celebration, welcoming the newest members of the New York Life team to our local
Inland Empire Office! Don’t miss this chance to meet these dedicated financial professionals, learn how they can help you achieve your financial goals, and hear how we’re working to make a lasting impact in our community.
Date: May 13th, 2026
Time: 4pm - 6pm
Location: 1250 Corona Pointe Ct. #202 Corona, CA 92879

03/31/2026

Professional growth is so important in our industry, and I recently attended an excellent workshop in Dallas for some of our top producers from around the country. Great opportunity to listen to outstanding speakers, but most importantly share best practices and fellowship with our peers.