Walter H. Smith Jr., Agent with New York Life

Walter H. Smith Jr., Agent with New York Life Registered Representative offering securities, products, and services through NYLIFE Securities LLC I am not licensed in all jurisdictions. (520)620-5300

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. 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. New York Life Insurance Company
One S. Church Ave., Suite 2200
Tucson, AZ 85701-1635

Tel.

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
03/13/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.
11/29/2024

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.

Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.

Mark your calendars! Our team is hosting an exclusive lunch and learn with seasoned experts from Mackay Municipal Manage...
11/29/2024

Mark your calendars! Our team is hosting an exclusive lunch and learn with seasoned experts from Mackay Municipal Managers and New York Life Insurance. We'll be discussing strategies for wealth planning and generating tax-free income potential with municipal bonds. Interested in attending? Register here: https://bit.ly/49gMlNs

Private markets have grown in importance over the last 15 years. What’s next, and what does it mean for investors? This ...
08/15/2024

Private markets have grown in importance over the last 15 years. What’s next, and what does it mean for investors? This week’s podcast begins a series on private markets, how they are impacted by the economy, and what investors should consider in their allocation.
https://bit.ly/3SUIyhF

When it comes to choosing a place to live, taxes – including no income tax states – sometimes influence the decision-mak...
08/11/2024

When it comes to choosing a place to live, taxes – including no income tax states – sometimes influence the decision-making process. However, there are many factors and types of taxes to consider no matter which state you live in or move to.

There are many factors and types of taxes to consider no matter which state you live in or move to.

How much life insurance do you really need? It really depends on a number of different factors. This video from New York...
07/11/2024

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to le...
07/11/2024

A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strateg...
07/08/2024

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. https://nyl.co/3WcWwgO

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.
07/04/2024

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This vid...
07/01/2024

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU

A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Con...
06/27/2024

A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

A recent study showed that people who own life insurance feel better prepared for the future. Contact me to learn more.
06/21/2024

A recent study showed that people who own life insurance feel better prepared for the future. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

Address

One South Church Avenue, Suite 2200
Tucson, AZ
85701

Opening Hours

Monday 12pm - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 10am - 5am

Telephone

+17035091485

Website

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