New York Life East Bay General Office

New York Life East Bay General Office We provide quality financial strategies, and offer insurance and financial products, and funding for employee benefits to businesses and individuals.

EOE/M/F/V/SO In considering any career change, many questions may arise, such as: What will be my responsibilities? How will I be trained? How will I be compensated? The answers to these questions depend on many factors. When you sell insurance or financial services, you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust the

y place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Agents with the [G.O. name] provide very intimate services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. The responsibilities of an agent include: contacting new people, meeting with them and fact-finding to gather necessary information regarding their present situation, providing analysis of situations and, ultimately, presenting solutions that help meet objectives. For more information on the New York Life Sales Agent career, visit our Web site: http://newyorklife.com/careers
EOE-M/F/Veteran/Disability/Sexual Orientation/Gender Identity

02/01/2024

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets.

What can you do to maximize your Social Security benefit? For starters, watch this video from AARP and see why collectin...
07/25/2023

What can you do to maximize your Social Security benefit? For starters, watch this video from AARP and see why collecting at age 70 can pay off handsomely.

Good things come to those who wait. From the time you reach full retirement age, your maximum monthly benefit will increase for each month you hold off on collecting until you reach age 70.

What have you done in the past that has paved the way for your success today?
07/20/2023

What have you done in the past that has paved the way for your success today?

Join us to learn ways to add stability and protection to your retirement strategy. Date: Thursday, July 20th Time: 6:30p...
07/19/2023

Join us to learn ways to add stability and protection to your retirement strategy.
Date: Thursday, July 20th
Time: 6:30pm PST
Location: Zoom
Registration: https://bit.ly/44uIOYl
RSVP: Alan Demarest: [email protected]

05/06/2023

Oftentimes caregivers are spending their own money to help care for adult family members. I’m authorized to offer solutions from New York Life to AARP members that can help families prepare for these costs and ease the burden on families.

Learn more about what’s currently shaping the markets.http://www.eaglestrategies.com/public_files/Eagle_Edge_Q1_2023_-_E...
05/04/2023

Learn more about what’s currently shaping the markets.
http://www.eaglestrategies.com/public_files/Eagle_Edge_Q1_2023_-_Eagle_-_Final.pdf

What have you done to pursue your dreams?
05/01/2023

What have you done to pursue your dreams?

From trips with the grandkids to weekends by the lake, you probably know how you want to spend your retirement. Perhaps ...
04/29/2023

From trips with the grandkids to weekends by the lake, you probably know how you want to spend your retirement. Perhaps just not how to spend during your retirement. Here are three tips that can help you budget more efficiently in your golden years.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some pr...
04/27/2023

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some preparation and a little help, however, you can have peace of mind while working toward your future. Read these tips and let's talk.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

It’s true, the best laid plans don’t always work out. Can you think of a time when you had to change course in order to ...
12/10/2022

It’s true, the best laid plans don’t always work out. Can you think of a time when you had to change course in order to succeed?

Here are four ways you can take advantage of a down market and improve your financial situation.
12/07/2022

Here are four ways you can take advantage of a down market and improve your financial situation.

With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.

Address

2633 Camino Ramon, Ste. 525
San Ramon, CA
94583

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