Mark Davis, Registered Representative with Nylife Securities LLC

Mark Davis, Registered Representative with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions. CA ins lic #4177782.

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.

410.938.8312
1954 Greenspring Drive
Timonium, MD 21093

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. Registered branch address:
12715 Brickyard Blvd
Beltsville, MD 20705

Roses are red. Violets are blue. Protecting your family says, I love you.February is the perfect time to show your famil...
02/21/2025

Roses are red.
Violets are blue.
Protecting your family says, I love you.
February is the perfect time to show your family just how much you love them. Contact me today, and let’s talk about all the ways that life insurance and individual disability insurance can protect their lifestyle and future.
https://nyl.co/435YMdG

Medicare premiums and deductibles will increase in 2025 from 2024 levels. Learn more to understand your costs.
11/23/2024

Medicare premiums and deductibles will increase in 2025 from 2024 levels. Learn more to understand your costs.

Medicare premiums for 2025, and the cost of Medicare Part A, Medicare Part B and Part D premiums and deductibles, have gone up. Here is how much you'll pay in 2025.

The end of the year can serve as a motivator for getting your finances in order. What moves should you be making?
11/22/2024

The end of the year can serve as a motivator for getting your finances in order. What moves should you be making?

From applying for Social Security and donating to charity to maximizing your savings accounts, here are seven retirement moves to make before 2025.

What you should know about AI integration strategies and how to address the challenges and opportunities.
11/21/2024

What you should know about AI integration strategies and how to address the challenges and opportunities.

This article offers insights into how leaders can integrate AI into their organizational strategy while also addressing the challenges and opportunities it presents.

Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors ...
05/20/2024

Commercial real estate has been considered a simmering risk for the U.S. economy. But amid pockets of stress, investors can find opportunity. The Global Market Strategy team at New York Life Investments is joined by Jon Miniman, Global Portfolio Manager at CBRE Investment Management, for a look under the hood of listed real estate.
https://bit.ly/4arzc2X

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying con...
03/07/2024

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started this . For a more individualized approach, reach out and let's talk.

Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide...
03/04/2024

Don't press your luck when it comes to retirement. Learn how adding a fixed annuity to your savings strategy can provide a guaranteed, sustainable way to maintain income in retirement—as well as offer the security and peace of mind needed to face the future with confidence. If you have questions, reach out. I'm here to help.

With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

01/22/2024

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.

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax ...
12/18/2023

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

J.P. Morgan’s David Li shares the importance of financial education and why it’s important to teach children the concept...
12/14/2023

J.P. Morgan’s David Li shares the importance of financial education and why it’s important to teach children the concepts of delayed gratification, saving, and being thoughtful about sharing with loved ones.

Saving money was a lesson J.P. Morgan’s David Li learned from his parents while growing up in Cambridge, Mass. "I came from very humble beginnings," said Li who immigr...

11/27/2023

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

This article explores how war and other global conflicts could mean more market turbulence.
10/27/2023

This article explores how war and other global conflicts could mean more market turbulence.

In premarket activity, the S&P futures are down just over 0.5% and Nasdaq futures are off by 0.8%.

Address

1954 Greenspring Drive Suite 700
Timonium, MD
21093

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