Zane Coffman, Financial Services Professional at Nylife Securities LLC

Zane Coffman, Financial Services Professional at Nylife Securities LLC I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

I work with clients to custom tailor solutions for a number of financial and insurance needs, including, but not limited to, wealth accumulation, retirement planning, college funding, business continuation strategies, and employee benefits. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance comp

anies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither New York Life Insurance Company, nor its agents, provide 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. These testimonials are no guarantee of future performance or success. My California Insurance license number is 0M39798
My Arizona Insurance license number is 18818439

San Diego General Office
The Plaza - Pacifica Tower
4365 Executive, #800
San Diego, CA 92121
Tel:(858)623-8658

03/06/2024

In the past several years, shocks previously considered unlikely or impossible have come to fruition, with heavy impacts on economic growth, market behavior, and human life. In response, the Global Market Strategy team at New York Life Investments considers not just the upside and downside scenarios to their base case view, but also the black swans – or events that, though incredibly unlikely, could upend the 2024 outlook.

Celebrate National Mom and Pop Business Owners Day with me! As a New York Life agent, I know firsthand how our local bus...
03/04/2024

Celebrate National Mom and Pop Business Owners Day with me! As a New York Life agent, I know firsthand how our local businesses help our community. Join me and .

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

In the event of a disability, two-income households are 10% more likely than married couples with a single income to fil...
03/01/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

Small business owners, are you showing your employees the appreciation they deserve? Today is Employee Appreciation Day ...
02/29/2024

Small business owners, are you showing your employees the appreciation they deserve? Today is Employee Appreciation Day and New York Life is here to help you support your employees with valuable benefits like Life and Disability Insurance. Reach out and let's work together to determine the right solutions for you and your employees.

Provide financial protection for your employees through a benefits package. Learn about employee benefits for small business and other New York Life services.

01/26/2024

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 12% first year interest rate and 6% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

A disabling illness or injury is more common than most employees realize. Disability insurance can replace a portion of ...
01/24/2024

A disabling illness or injury is more common than most employees realize. Disability insurance can replace a portion of your employee's income if they are unable to work. Watch this short video to learn more.

How long could your workers go without a paycheck? Disability Insurance from New York Life can protect your workforce and your business.

This article takes a closer look at how the Social Security program works, the different types of Social Security benefi...
01/22/2024

This article takes a closer look at how the Social Security program works, the different types of Social Security benefits available, and what you can expect when you’re ready to claim benefits.

Learn about social security benefits, including retirement, disability, survivor benefits. Understand when to start collecting benefits and what you'll receive.

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that...
01/19/2024

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that deserve attention, it's important not to neglect day-to-day things like saving for retirement or paying off debt. Whether your goals are big or small, short-term or long, having a professional guide you in your decision-making process can be the best gift you give yourself this year. Reach out and let's talk.

The new year always prompts us to take stock of our lives and plan to be better versions of ourselves. It’s this self-examination that leads so many of us to make New Year’s resolutions, but the statistics on achieving these goals make for sobering reading.

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to ac...
01/16/2024

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://bit.ly/41YJa9e

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax ...
01/12/2024

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your worki...
01/11/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

Uncertain about your financial future? Reach out and embrace this   with confidence and conviction. From creating a reti...
01/10/2024

Uncertain about your financial future? Reach out and embrace this with confidence and conviction. From creating a retirement strategy to building your financial future, I can help get your financial health back on track. Reach out, and let's review your goals together.

Learn how you can achieve your financial goals with resources from New York Life. Find all the personal finance resources you need and more!

Address

4365 Executive Drive
San Diego, CA
92121

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