Maddalena Egbert, Financial Services Professional

Maddalena Egbert, Financial Services Professional Financial Service

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance...
09/10/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choice...
09/09/2026

If you had 5+ extra years to fund, what would you want them to look like? A quick review can help connect today’s choices to your long-term goals. Let's connect.

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the futur...
09/08/2026

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the future you’re building together.

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starti...
09/08/2026

Life insurance doesn’t have to be complicated or expensive. It just has to be right for your life. Whether you’re starting out or approaching retirement, I can help you find
coverage that fits. Contact me today.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4wWhP5w

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan suppor...
08/19/2026

Caregiving is love — and it’s a lot. If you support someone (or many someones), let’s meet to make sure your plan supports you, too

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2 Teleport Drive
Staten Island, NY
10311

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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