Timotie Rodriguez, Agent with New York Life

Timotie Rodriguez, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions. Winchester Blvd.

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. These testimonials are no guarantee of future performance or success.

550 S. San Jose, Ca. 95128
My CA Insurance license number is 0G95969

Here is an insightful guide to Individual Disability Protection by Dr. Michael Finke, which explains the value of disabi...
02/25/2025

Here is an insightful guide to Individual Disability Protection by Dr. Michael Finke, which explains the value of disability insurance and how to estimate the amount of insurance coverage necessary to help protect your income. Let’s connect to ensure that your income is sufficiently protected and that you have the right protection strategy in place.
https://nyl.co/4kegn9y

What is the Social Security Fairness Act and what should public sector retirees know?
02/22/2025

What is the Social Security Fairness Act and what should public sector retirees know?

This Social Security Fairness Act checklist explains what public sector retirees can expect from SSFA, including how much more money they might receive.

02/21/2025

Rising inflation still has many Americans on alert. Our Wealth Watch Survey finds that 73% of adults plan to adjust their financial habits in 2025—37% are reducing discretionary spending, and 28% are modifying their budgets or strategies. Learn more about how you can stay on track in challenging times.

New York Life’s 2025 New Year Outlook Wealth Watch survey finds that financial confidence persists for American consumers, despite ongoing financial pressures.

Here’s how to check the status of your tax refund.
02/18/2025

Here’s how to check the status of your tax refund.

Already submitted your tax return to the IRS? Here's how to find out when you should receive your refund.

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. H...
02/15/2025

Employees may be concerned over potential changes to their retirement benefits during a company merger or acquisition. Here's what an M&A deal may mean.

A lot can change in one hour. Like choosing to take the first step toward eliminating debt or to protect your loved ones...
02/13/2025

A lot can change in one hour. Like choosing to take the first step toward eliminating debt or to protect your loved ones. This , if you have questions about how to ensure a brighter financial future, reach out to me and let's set up time to meet.

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial profession...
02/11/2025

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial professional, my focus is in helping guide clients like you to make the right financial choices based on your individual circumstances. Learn more about how I can help you and your loved ones build financial security and peace of mind.

This serves as a great reminder to insure what matters most—with life insurance.
02/10/2025

This serves as a great reminder to insure what matters most—with life insurance.

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of...
02/06/2025

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance.

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you lo...
02/03/2025

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you locate your account.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

02/01/2025

Traditional Dress Contest for Lunar New Year. 🤩

Here’s how you can get help and be strategic with your resources as you begin to rebuild after a natural disaster.
01/31/2025

Here’s how you can get help and be strategic with your resources as you begin to rebuild after a natural disaster.

Natural disasters upend financial lives in an instant. Here's how you can get help in the aftermath and be strategic with resources as you begin to rebuild.

Address

550 S. Winchester Boulevard Suite 405
San Jose, CA
95128

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