Robert Jolly, Agent with New York Life

Robert Jolly, Agent with New York Life Agent licensed to sell insurance through New
York Life Insurance Company These
testimonials are no guarantee of future performance or success.

As a licensed Agent of New York Life Insurance Company 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. Neither New York Life

Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before
making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. I am not licensed in all jurisdictions

8000 IH-10 W
Unit 800
San Antonio, TX 78230
United States
210-342-7878

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to...
08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/4fPgjLt

Need help creating a plan that works for real life? Reach out any time and let’s talk.

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, t...
07/17/2025

You’re not alone – and you don’t have to figure it out alone, either. From auto-pay hacks to smart grace period moves, there are surprising strategies that can make a real difference in how you manage your student debt. Check out these tips:
https://bit.ly/4nTaKPV

Need help figuring it all out? Let’s talk.

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the ...
07/07/2025

Proud to represent a company that’s once again been named to the Fortune 100. As the largest mutual life insurer in the U.S., this recognition highlights New York Life’s continued financial strength and unwavering commitment to our policyholders when they need us most.*

The 2025 Fortune 500 rankings are in, and New York Life is No. 69 on the list, which ranks the largest American companies by revenue.

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!
07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for A...
07/03/2025

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. https://bit.ly/4kM65gO

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology https://bit.ly/4kM65gO

The Importance of Buy-Sell AgreementsA buy-sell agreement is a powerful planning tool that can ensure a smooth transitio...
07/02/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/46pQxLc

The Fed has indicated that interest rates aren't coming down just yet. Here's some suggestions for how to make the most ...
07/01/2025

The Fed has indicated that interest rates aren't coming down just yet. Here's some suggestions for how to make the most of higher-for-longer interest rates.

The Fed has indicated that interest rates aren't coming down just yet. Here's how to make the most of where we stand.

Trust Planning for Business Owners Estate planners, have your clients ever said, “I need to get a trust in place,” but t...
06/30/2025

Trust Planning for Business Owners
Estate planners, have your clients ever said, “I need to get a trust in place,” but they had no idea why or what type of trust to set up? This article from estate attorney Jeff Chadwick provides a basic overview of common trust structures with a particular focus on trust planning for business owners. Learn how to determine whether the client’s financial objectives require a revocable trust or an irrevocable trust and the different benefits each can provide, and let’s look at how using these strategies can better serve our clients.
https://bit.ly/46ixIcQ

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Re...
06/28/2025

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/3Tbny6a may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

Address

San Antonio, TX

Alerts

Be the first to know and let us send you an email when Robert Jolly, Agent with New York Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Robert Jolly, Agent with New York Life:

Share