Sabian Pianfetti, Agent with New York Life

01/05/2024

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

12/31/2023

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans report fiscal optimism and plans to save cash in 2024.

12/04/2023

This year, roughly one third of all people receiving holiday gifts will be returning items. While having life insurance is important, having the option to change your policy makes it easier to get what you want. Learn more about how convertible life insurance gives you the opportunity to update term coverage to permanent, and reach out if you want to discuss your options.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

11/29/2023

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

11/28/2023

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits.

You can stash away an extra $500 in most retirement savings plans in 2024.

11/26/2023

What will your family's legacy be? If charitable giving is important to you, consider the benefits of a structured giving vehicle to meet your goals.
http://www.eaglestrategies.com/public_files/Planning_Essentials_-_Charitable_Giving_Family_Endeavor_-_Eagle_-_final.pdf

11/23/2023

Knowing what to get your family for the holidays can be confusing enough. So when it comes to protecting the people you cherish most, we want to make it as easy as possible. Check out this ”How-to Guide” to buying life insurance, and reach out. I'm happy to help guide you the rest of the way.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

11/23/2023

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/20/2023

"I don’t think of work as work and play as play. It’s all living." ~Richard Branson

11/20/2023

When gifting money and assets within your family, consider these several aspects that are crucial for tax purposes and overall financial strategy.

Taxes, methods and relationships all play a part in deciding when and how to give money

11/17/2023

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

11/15/2023

Deferring your income to a later year can help trim your tax bill—and get you closer to your long-term goals. Learn how with these five strategies.
http://www.eaglestrategies.com/public_files/Smart_Strategies_to_Boost_Your_Savings_-_final.pdf