Tellis Carr, Financial Services Professional with Nylife Securities LLC

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Tellis Carr, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC) A Licensed Insured Agency

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Looking for predictable growth? New York Life fixed annuity rates are currently as high as 5.50%.Current guaranteed init...
10/12/2026

Looking for predictable growth? New York Life fixed annuity rates are currently as high as 5.50%.

Current guaranteed initial interest rates include:

Secure Term Choice Fixed Annuity
Rates currently range from 4.80% to 5.65%, depending on premium amount and the interest rate guarantee/surrender charge period selected.

Secure Term MVA Fixed Annuity
Rates currently range from 4.85% to 5.70%, depending on premium amount and the interest rate guarantee/surrender charge period selected.

Premium tiers shown on the current rate sheets begin at $5,000.

If you have a CD coming due, money sitting in savings, or a portion of your retirement assets that you'd like to position more conservatively, this may be a good time to review your options.

The highest rate isn't necessarily the right option for everyone. Your goals, liquidity needs, time horizon, and the contract provisions all matter.

Message me if you'd like to learn more and see whether a fixed annuity may fit your financial strategy.

Rates effective 10/12/2026 and are subject to change. Rates vary based on premium amount and selected interest rate guarantee/surrender charge period. Withdrawals may be subject to surrender charges. The Secure Term MVA Fixed Annuity may also be subject to a Market Value Adjustment (MVA). Guarantees are based on the claims-paying ability of the issuing insurer.

Estate planning isn't only about what happens after you die.That point really stood out to me during a recent estate-pla...
10/01/2026

Estate planning isn't only about what happens after you die.

That point really stood out to me during a recent estate-planning discussion.

What happens if you're still here and temporarily or permanently unable to make decisions for yourself?

Who can handle your financial affairs?

Who can make medical decisions?

Does your family know what you want?

We spend years building careers, raising families, accumulating assets and preparing for retirement.

But planning also means asking some uncomfortable questions before our families are forced to answer them for us.

That's not just financial planning.

That's caring for the people we love.

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage ...
09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marri...
09/29/2026

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.

Book an annual protection review.

When was the last time you reviewed your estate plan?One of the biggest takeaways from a recent estate-planning discussi...
09/28/2026

When was the last time you reviewed your estate plan?

One of the biggest takeaways from a recent estate-planning discussion I attended was simple:

Estate planning isn't just for the wealthy.

It's about making sure your wishes are known, your beneficiaries are current, and the people you trust can step in if something happens to you.

A lot can change in five years, i.e. marriage, divorce, children, grandchildren, a new home, a business, retirement accounts, or simply the amount of wealth you've accumulated.

Yet our estate documents and beneficiary designations don't always change with our lives.

This week, ask yourself:

“If something happened to me today, would everything happen the way I intended?”

If you're not sure, it may be time for a review.

“Thank you to Toups for sharing valuable insights on estate planning and the importance of having the right professionals working together.”

09/24/2026

I appreciate you!

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3000 Bayport Drive
Tampa, FL
33607

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