Jerry Sifuentes, Investment Advisor Representative

10/31/2023

Planning for a family member with special needs can be difficult. Luckily, there are resources out there that can ensure your loved one is cared for.

Special Needs Trust
Watch this short video to see how a special needs trust can help you protect your family’s assets and provide lifetime financial stability for individuals with special needs. https://vimeo.com/395282072/97b881b3a5

12/19/2020

Supplemental Life Insurance Retirement Plan
Watch this short video to see how a supplemental life insurance retirement plan – or SLIRP – can allow you to get money when you want to, or need to, without hassle. https://vimeo.com/397221477/d0051f8f67

12/17/2020

Special Needs Trust
Watch this short video to see how a special needs trust can help you protect your family’s assets and provide lifetime financial stability for individuals with special needs. https://vimeo.com/395282072/97b881b3a5

09/07/2020

Life insurance, take that first step today. I can help.

Watch Brooke Shields’ important message about life insurance. Life Insurance Basics Start here to learn about protecting your loved ones with life insurance. View more Why is life insurance worth it? Life insurance is important because it’s a simple answer to a very difficult question: How will ...

07/14/2020

Should you change your retirement plans based on economic uncertainty or stay the course?

The economic and employment fallout of the coronavirus pandemic is causing millions to rethink their retirement plans. Should you postpone retirement, or go with your original plan? Let's look at both strategies...

03/17/2020

We share your concerns about the coronavirus, and we’re here to help answer questions, give guidance, and provide peace of mind—just like always.

09/19/2019

Full house at the seminar for business owners at New York Life! Lots of great information shared including tax diversification, business protection and how to prevent loss of wealth.