T. Fred Proctor, Financial Services Professional with Nylife Securities LLC

T. Fred Proctor, Financial Services Professional with Nylife Securities LLC As we deal with COVID-19, I continue to provide support via Zoom Meetings. I am not licensed in all jurisdictions.

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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities, LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 4365 Executive Drive, 8th Fl, San Diego, CA 92121. 858-623-8600. 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 0624345

Read our 2020-2021 Environmental, Social, and Governance (ESG) report to learn our how we strive to be a force for good ...
07/11/2022

Read our 2020-2021 Environmental, Social, and Governance (ESG) report to learn our how we strive to be a force for good in society and for the environment.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

What have you done in the past that has paved the way for your success today?
07/11/2022

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

A great way to kick off the summer is with a conversation about your financial health. Learn about the importance of tal...
06/02/2022

A great way to kick off the summer is with a conversation about your financial health. Learn about the importance of talking to your family about inheritance, guardianship, and living wills. Contact me if you need any help.

Learn more about the importance of talking to your family about inheritance, guardianship and living wills.

Security is ensuring you are prepared for unexpected or unwelcome changes. Learn the importance of building an emergency...
06/02/2022

Security is ensuring you are prepared for unexpected or unwelcome changes. Learn the importance of building an emergency fund and reach out if you need any help getting started.

Setting aside funds for the unexpected is key to being able to address emergencies while you continue to work towards your financial goals.

A U.S. recession is almost fully priced into the stock market, but it’s not 100% priced in. Learn why in this article.
06/02/2022

A U.S. recession is almost fully priced into the stock market, but it’s not 100% priced in. Learn why in this article.

The good news for traders: A U.S. recession is almost fully priced into the stock market. The bad news: It's not 100% priced in, if history is any guide.

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of...
02/28/2022

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. Contact me today.

Don’t assume that your loved ones don’t want to talk about life insurance. Now is the perfect time to discuss your famil...
02/25/2022

Don’t assume that your loved ones don’t want to talk about life insurance. Now is the perfect time to discuss your family’s future with your loved ones and an insurance professional. Contact me.

This year, the IRS will start accepting 2021 tax returns on January 24, 2022. Learn more about other important tax due d...
01/31/2022

This year, the IRS will start accepting 2021 tax returns on January 24, 2022. Learn more about other important tax due dates and deadlines, in this article.

If you're an early bird when it comes to filing your tax return, you won't have to wait much longer before the IRS will accept your return.

If you want to get your new year off to a great start, here are some quick and easy money moves to grow your retirement ...
01/24/2022

If you want to get your new year off to a great start, here are some quick and easy money moves to grow your retirement savings in 2022.

Even minor savings can add up to big gains over time

New York Life has ranked as the highest in customer satisfaction among group life insurance providers in the J.D. Power ...
01/24/2022

New York Life has ranked as the highest in customer satisfaction among group life insurance providers in the J.D. Power 2021 U.S. Group Life Insurance Study.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Sarah never imagined being a widow at 40 and raising three children on her own. While the loss of her husband is immeasu...
01/17/2022

Sarah never imagined being a widow at 40 and raising three children on her own. While the loss of her husband is immeasurable, life insurance is helping give her family peace of mind during this difficult time. Watch their full story here https://lifehappens.org/videos/its-a-true-financial-lifeline/

Sarah and Jay’s children were the most important people in their lives, so they purchased life insurance to prepare for ...
01/17/2022

Sarah and Jay’s children were the most important people in their lives, so they purchased life insurance to prepare for the unexpected. When Jay succumbed to a heart condition, it provided a financial lifeline for those he left behind. Smart insurance preparation ensured that emotional struggles weren’t compounded by financial hardship. Watch their full story here https://lifehappens.org/videos/its-a-true-financial-lifeline/

Address

South San Diego, CA
92127

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 2pm

Telephone

+16195713349

Website

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