David Allen, Licensed Agent with New York Life Insurance Company

David Allen, Licensed Agent with New York Life Insurance Company Agent licensed to sell insurance through New York Life Insurance Company. 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. 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.

821 Ese Loop 323
Ste 500
Tyler, TX 75701

Today is a day to celebrate our country's leaders and honor their legacy. What will yours be?
02/21/2022

Today is a day to celebrate our country's leaders and honor their legacy. What will yours be?

The “Great Resignation” has seen many of us reassess our careers in search of a new path. Perhaps this describes you or ...
02/13/2022

The “Great Resignation” has seen many of us reassess our careers in search of a new path. Perhaps this describes you or someone you know. If so, now is a good time to reevaluate your financial situation. The first step is outlining your financial goals.

The world has changed quite a bit over the last few years. This has caused many of us to pause and reevaluate what we wa...
02/12/2022

The world has changed quite a bit over the last few years. This has caused many of us to pause and reevaluate what we want in life. This is also a great time to assess your financial situation and establish some clear goals for the future. I can help you do that.

What do you really want in life? The “Great Resignation” has a lot of people asking this very question. I have another q...
02/11/2022

What do you really want in life? The “Great Resignation” has a lot of people asking this very question. I have another question for you. What are your financial goals? If you don’t have an answer to this question, I can help. Reach out to me and we set up a conversation about your future.

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation....
02/02/2022

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation. Like this post if bringing peace of mind to your new home is one of your goals this year.

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself o...
02/01/2022

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself on the right financial track? Let me know below.

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest...
01/31/2022

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to yo...
01/27/2022

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.

With a new child comes a lifetime of unforeseen events. If you're a new parent, let me know in the comments below some o...
01/25/2022

With a new child comes a lifetime of unforeseen events. If you're a new parent, let me know in the comments below some of the unexpected moments so far for you.

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under...
01/24/2022

I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like...
01/22/2022

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

The Schroeders accessed the cash value of their permanent life insurance policy to fund their passion for fitness and th...
01/21/2022

The Schroeders accessed the cash value of their permanent life insurance policy to fund their passion for fitness and their dream of owning their own gym. Life insurance can ensure the ones you love can continue pursuing their dreams.

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821 ESE Loop 323 Suite #500
Tyler, TX
75701

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