Terry Morris, Financial Services Professional with NYLIFE Securities LLC

Terry Morris, Financial Services Professional with NYLIFE Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

I became an agent with New York Life Insurance Company in 2008, after working for 2 years in the industry. I am living in Rocky Hill with my wife, as we build a family and a business. I offer a variety of products that can help you meet your insurance and financial needs. Including, but not limited to college funding, retirement, managing costs of extended periods of care, and lifetime income stra

tegies. 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 Company 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 and a New York Life Company. 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.

750 Old Main St. Suite 304
Rocky Hill, CT 06067

Phone 860-698-3592

Excited to report the new Rocky Hill office is open and running.
10/03/2022

Excited to report the new Rocky Hill office is open and running.

09/06/2022

Currently have a position available for an administrative assistant position in Rocky Hill, CT… 30-40 Hours Per Week.

Experience in the Insurance and/or Financial Industry preferable. Please message me for additional details and to provide a resume.

When will Veterans receive a third stimulus check? Read on.
04/19/2021

When will Veterans receive a third stimulus check? Read on.

The IRS is still reviewing data it received from the Department of Veterans Affairs that is needed to process third stimulus payments to certain veterans.

Just because you’re retired doesn’t mean you’ve stopped preparing for the future. Building an estate plan is a great way...
11/22/2020

Just because you’re retired doesn’t mean you’ve stopped preparing for the future. Building an estate plan is a great way to leave a legacy for future generations. If you have questions about estate planning or building a legacy, reach out to us and we can help you get started.

11/22/2020

How do you intend to spend your next chapter? Have you even started planning for it? I’m here to help no matter what stage of retirement planning you’re in. Learn how to start saving for retirement today:

Starting retirement savings may seem unrealistic or impossible. Learn from New York Life why you should save the minimum amount needed for retirement today.

It’s hard to prepare for the unexpected and future healthcare expenses. That’s where we come in. New York Life has been ...
11/12/2020

It’s hard to prepare for the unexpected and future healthcare expenses. That’s where we come in. New York Life has been guiding people through retirement planning and unplanned life events for over 175 years. Let’s talk about ways that we can help give you peace of mind in retirement.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

Financial balance: we all need it, but it takes work to achieve it. Let me help you create a strategy that puts you on a...
11/12/2020

Financial balance: we all need it, but it takes work to achieve it. Let me help you create a strategy that puts you on a path to realize your future goals, while keeping your family financially secure today.

Financial security is a marathon not a sprint. You need strategies and solutions that adapt to your life as it evolves o...
11/02/2020

Financial security is a marathon not a sprint. You need strategies and solutions that adapt to your life as it evolves over time. As a New York Life financial professional, I work with my clients to create strategies that succeed in the here-and-now, and continue to be successful well into the future.

Taxes don’t go away during retirement. At New York Life, we have a number of solutions to help you get the most out of y...
11/02/2020

Taxes don’t go away during retirement. At New York Life, we have a number of solutions to help you get the most out of your retirement income. Let’s work together to make your retirement income work harder for you. https://bcove.video/3hNaWOd

Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for...
10/23/2020

Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for it and where do you start? Check out this article to learn more:

Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

New York Life has been helping people for 175 years. As a New York Life financial professional, I can help you build a s...
10/23/2020

New York Life has been helping people for 175 years. As a New York Life financial professional, I can help you build a strategy to give you the confidence to live out your retirement dreams. Reach out to me, and let’s talk about your future.

In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in...
10/13/2020

In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in helping people like you manage your assets so that you can live your retirement life to the fullest. Reach out today, and I can help you prepare for tomorrow.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Address

750 Old Main Street Suite 304
Rocky Hill, CT
06067

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