Zac Drake, Agent with New York Life

12/06/2021

Over half of Millennials and Gen Zers are more likely to consider getting help from a financial professional to manage their growing nest eggs, according to New York Life’s latest Wealth Watch survey.

New York Life finds some Millennials saved nest eggs during the Pandemic

03/05/2021

We are thrilled to announce that the San Antonio General Office of New York Life is the recipient of the prestigious 2020 CHAIRMAN’S TROPHY! The Chairman’s Trophy recognizes the top New York Life office in the country by measuring sales, client service, and career growth.

To achieve this honor- which is the highest sales office award in the company- is difficult in the best of circumstances. Our excitement about this recognition is exponentially increased when we consider the unique health, economic, and workforce challenges of 2020.

Thank you to our local agents and representatives who helped insure so many of our family members, friends, neighbors, and business associates. It is the commitment and dedication of our agents’ to their community that brings the Chairman’s Trophy to San Antonio for the first time in company history!

Thank you to our management team- your leadership, innovation, and hard work helped grow and develop our team in these unprecedented times.

Most importantly, thank you to our valued clients who have placed their trust in us- we are grateful for your business and support. For 175 years, New York Life Agents and Representatives have provided diligent service to help meet our clients’ life insurance and financial needs. The San Antonio team looks forward to providing our clients with award winning service for many years to come.

10/30/2020

Permanent life insurance is a unique gift that can help ensure a child's future.

From birthdays to holidays and everything in between: give the children you love more than toys- give them a head start on a lifetime of financial security.

10/28/2020

Are you working alongside a partner, spouse, or children? Here are some tips to create a happy co-working environment.

The Covid-19 crisis has turned our world upside down. If you’re a working parent, here’s how you can successfully balance your professional and personal life while working from home.

10/26/2020

Can a Roth conversion help you stave off the volatility and large market fluctuationsdue to ? Read this article to learn more about the options you have for your retirement investments..

In this time of economic uncertainty, here are some reasons why you should consider converting your qualified retirement account or IRA to a Roth.

10/24/2020

All treats no tricks. New York Life is hosting a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA

10/23/2020

When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of it. Learn why when it comes to the historical performance of markets, the political party in charge makes little to no difference.

New York Life examines how the 2020 presidential election may impact financial markets.

10/16/2020

Getting the personal guidance you need to help secure your financial future is just a click away. Schedule a phone call or virtual meeting with me today, and let’s start planning your best tomorrow, today.

10/09/2020

Life is full of changes, and your strategy may have to change with it. Let’s connect to review your strategy and make sure that you are still on track to reach your goals. There’s no better time than the present to engage (virtually) with New York Life.

10/02/2020

While there’s no “perfect” time to start preparing for your future, there’s no better time than now. Make a virtual appointment with me and start getting your tomorrow together, today.

09/26/2020

Great article by Brian Madgett about dealing with illness and unplanned absences. There’s no better time to take a step back and reevaluate what it really means to live within your means.

Brian Madgett in Kiplinger discusses how the spread of the COVID-19 (coronavirus) has Americans worried — both about their health and the impact the illness could have on their finances. Here is what he learned during his own unexpected leave of absence and a few immediate financial and practical ...

09/21/2020

If you’ve procrastinated getting life insurance because you don’t know where to start, call me, 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 ...