Steve Morgan, Agent with New York Life Insurance Company

Steve Morgan, Agent with New York Life Insurance Company Financial Services Professional offering securities products and services through NYLIFE Securities LLC. 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. 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 Comp

any 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.
2999 Douglas Blvd. #350
Roseville, CA 95661
916-774-6236
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. My California Insurance License is 0B52864.

Today is  ! Last year, over 50 million people shopped in-store, and more than 50% of Americans plan to participate today...
11/26/2022

Today is ! Last year, over 50 million people shopped in-store, and more than 50% of Americans plan to participate today. Click below to hear why New York Life agents appreciate the impact small businesses have on their communities.

The last few years have been hard for small businesses. But your determination to succeed is your greatest strength. Learn how New York Life can provide the ...

  is just a few days away. Don’t miss out on the opportunity to encourage customers to   this season. Here at New York L...
11/22/2022

is just a few days away. Don’t miss out on the opportunity to encourage customers to this season. Here at New York Life, we are proud to serve you and your employees by providing financial security and plans for the future.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

11/29/2021

2022 will mark the 168th consecutive year we’ve issued dividends to eligible participating policy owners. Give me a call today to start planning for tomorrow and take part in any future dividend.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Looking for a little more certainty with your money?Check out this very special guaranteed interest rate. It’s only avai...
11/23/2020

Looking for a little more certainty with your money?
Check out this very special guaranteed interest rate.
It’s only available for a limited time, so contact me today!

77% of business owners say their business would continue if they died, but 38% don’t have enough coverage to keep it run...
12/27/2017

77% of business owners say their business would continue if they died, but 38% don’t have enough coverage to keep it running. Is your business properly covered?

Small business owners have unique life insurance needs.

Safeguard your business, employees, and family with smart estate planning. Talk to our experts about how and where to st...
12/15/2017

Safeguard your business, employees, and family with smart estate planning. Talk to our experts about how and where to start.

Protecting your business plan is one of the most important decisions you can make to safeguard your partners, your employees, and your family

Less than 1 in 3 businesses make it to the next generation. Small business owner Steve Strauss can help make sure your b...
12/05/2017

Less than 1 in 3 businesses make it to the next generation. Small business owner Steve Strauss can help make sure your business is a success story.

Successful generational family businesses tend to follow a success recipe.

You’ve worked hard to build your business. Let’s make sure it’s set up to last.
11/30/2017

You’ve worked hard to build your business. Let’s make sure it’s set up to last.

Steps to help ensure your business continues after your death or completion of an orderly closing.

Many business owners are so busy with the day-to-day that they put off planning for the future. Small business expert St...
11/20/2017

Many business owners are so busy with the day-to-day that they put off planning for the future. Small business expert Steve Strauss is here to help with smart retirement saving advice.

Retirement savings strategies for the self-employed.

Business owners: Is your business built to survive without you?
11/14/2017

Business owners: Is your business built to survive without you?

Small business owners have unique life insurance needs.

What does your business’s legacy look like? Let’s make sure it’s strong and successful.
11/11/2017

What does your business’s legacy look like? Let’s make sure it’s strong and successful.

Steps to help ensure your business continues after your death or completion of an orderly closing.

Make sure your business is covered for the future. Careful estate planning can help ensure your business, employees, and...
11/07/2017

Make sure your business is covered for the future. Careful estate planning can help ensure your business, employees, and family are well protected no matter what life throws your way.

Protecting your business plan is one of the most important decisions you can make to safeguard your partners, your employees, and your family

Address

2999 Douglas Boulevard, # 350
Roseville, CA
95661

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