Joe Delgado, Licensed Agent

Joe Delgado, Licensed Agent Educating The Latino community to maximize their financial potential through financial literacy

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the ava...
06/28/2023

Just got married? Congratulations! Worried about paying it all off? Don't sweat it! Learn how tackling debt with the avalanche and snowball methods can help you stay cool while having fun in the sun with your number one.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you ca...
06/27/2023

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you can help your child afford the education they need to succeed. Read these tips and reach out if you need any help.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

Traditional insurance can be a great way to protect your loved ones, but when it comes to building cash value, maybe it’...
06/22/2023

Traditional insurance can be a great way to protect your loved ones, but when it comes to building cash value, maybe it’s time for a new approach? Learn how our accumulation-focused life products are designed to help you build more tax-advantaged wealth sooner.

Grow your wealth while investing in your future with Accumulation Life Insurance from New York Life. Secure Wealth Plus and Market Wealth can do just that.

Many people say they purchase life insurance to replace a lost income. But did you know whole life insurance could have ...
05/30/2023

Many people say they purchase life insurance to replace a lost income. But did you know whole life insurance could have additional uses?

New York Life shows you how a whole life insurance policy can be used as a college savings fund. Learn about how to use life insurance to supplement education.

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some pr...
04/21/2023

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some preparation and a little help, however, you can have peace of mind while working toward your future. Read these tips and let's talk.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

This article highlights President Joe Biden’s proposed 2024 federal budget and revenue provisions.
03/21/2023

This article highlights President Joe Biden’s proposed 2024 federal budget and revenue provisions.

President Biden’s 2024 budget would raise taxes by more than $4.5 trillion over the next decade.

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips...
03/06/2023

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become e...
02/27/2023

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

Did you know not 1, not 2, but 9 U.S. presidents have been New York Life policy owners? Click here to learn who they wer...
02/20/2023

Did you know not 1, not 2, but 9 U.S. presidents have been New York Life policy owners? Click here to learn who they were, and when you're ready to make a decision that shows real leadership, reach out and let's talk.

These presidents were insured by New York Life

Tax time is a great opportunity of year to discuss tax-savvy strategies. Discover more about the tax deferral benefits o...
02/20/2023

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.

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the fo...
02/20/2023

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the four tips outlined in this article to get started, and contact me for other helpful strategies and solutions.

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

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can h...
02/17/2023

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Address

San Antonio, TX
78230

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12103928538

Website

Alerts

Be the first to know and let us send you an email when Joe Delgado, Licensed Agent posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share