Ivan Daniel Otalvaro, Agent with New York Life

04/18/2022

College Decision Day is filled with tough decisions, but how you're going to pay for college shouldn't be one of them. Reach out, and I can help you come up with a smarter way to help pay for your child's education.
https://www.newyorklife.com/articles/how-will-i-pay-for-college?cmpid=smca_PR_Ed_na_1890368_na_na_na_CLPR_na_fm_ip_0_msc

04/18/2022

Tax time is a great opportunity of year to discuss tax-savvy strategies. Discover more about the tax deferral benefits of .

New York Life policyholders can choose among several different premium payment options. Use our annuity interest rate calculator to find your annuity's APR.

04/11/2022

Family takes love, and love takes action. Whether you're caring for your children, your children's children, or an adult relative, learn how life insurance can ensure those you love are protected for a lifetime.

Life Insurance from New York Life offers protection at its core, but it can do so much more! Learn from our financial professionals what it has to offer you.

04/11/2022

New York Life provides educational resources to help families avoid long-term debt. Let’s work together to develop strategies to avoid further debt, build savings and reach your financial goals.

Strategize your savings to avoid long-term debt. Learn the steps you need to take to build out a savings plan to keep your head above the water.

04/11/2022

If your savings exceeds $250,000 for an individual account or $500,000 for a joint account, you may need to open multiple checking and savings accounts at FDIC-insured institutions. Here’s why.

If your wealth exceeds FDIC limits, it may be time to open multiple accounts. But make sure your money is earning something, too.

04/11/2022

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

04/11/2022

What is something that you are looking forward to as you get older?

04/01/2022

Are you on track for retirement? Would you like to learn strategies to save even more?
Please join us for an informative webinar, “Understanding your IRA Opportunities” on April 7, 2022 at 2 p.m.
You’ll hear from retirement experts to learn how supplement your current savings, gain access to a potentially wider range of investment options, take advantage of tax-deferred growth, and more.
Click here to register today. https://nylife.zoom.us/webinar/register/WN_4XoQL5JYRX-XkcNjNJmLIw

04/01/2022

What kind of legacy do you want to leave to your loved ones?

04/01/2022

What are some of the steps you take to achieve your biggest goals?