Anthony Zambrano, Agent with New York Life

04/10/2026

U.S. equity markets are experiencing a significant selloff, driven by policy uncertainty. Join the Global Market Strategists at New York Life Investments on Market Matters to understand the key drivers and how to navigate this volatility.
https://bit.ly/4cG67UL

12/03/2025

Did you know a well-balanced retirement strategy isn’t just about saving—it’s about how you save? Watch this story to see how Antonio and Maria were able to keep more of what they earned and gain greater control over their retirement income, and then let’s see if we can do the same for you.

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12/01/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

11/24/2025

Financial professionals have a unique opportunity to provide their clients with peace of mind, knowing that their estates are secure, taxes are minimized, and assets are protected, by leveraging the power of life insurance. In this article, trusts and estates attorney Jeff Chadwick describes how intentionally defective life insurance trusts can boost the estate planning process and protect a client's wealth while reducing transfer taxes. Read more to learn how to use this powerful tool as part of an overall financial strategy.
IDITS-What-Advisors-Need-to-Know.pdf

11/21/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

11/19/2025

Nobody likes uncertainty, and the markets are no exception. This year has been particularly challenging. The Global Market Strategy team at New York Life Investments has compiled actionable insights to help you navigate these volatile times.

11/17/2025

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

11/13/2025

When it comes to your retirement, experience matters. For over 180 years, New York Life has been helping individuals and families build more secure financial futures—with strength*, stability, and solutions that stand the test of time. Our annuity solutions are backed by personalized guidance and first-class customer service, making it easier for you to move forward with confidence. Let’s talk about your retirement goals.
*Highest ratings for financial strength currently awarded to any U.S. life insurer by the four major rating agencies. Individual independent rating agency commentaries, as of 10/4/24.

11/11/2025

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/4qOAoa5

11/05/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3Lhvl1F to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

07/04/2024

Wishing everyone a joyful and safe Independence Day! As we enjoy the fireworks, BBQs, and time with loved ones, let's remember the significance of this day and the liberty we cherish.

06/27/2024

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...