Milan Patel, Financial Services Professional with Nylife Securities LLC

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Milan Patel, Financial Services Professional with Nylife Securities LLC Financial Services Professional offering securities products and services through NYLIFE Securities 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. 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.

809 Garrison Drive, St Augustine, FL 32092
(904) 806-4900

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.

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Plannin...
08/08/2024

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Planning for retirement means preparing for life's uncertainties. This National Senior Citizens Day, reach out and let's work together to ensure you're well-prepared for the future.

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

13/05/2024

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 10% first year interest rate and 5% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

If you were to get sick or injured, how long could you afford to live without a paycheck? While nobody expects a debilit...
22/04/2024

If you were to get sick or injured, how long could you afford to live without a paycheck? While nobody expects a debilitating event to happen to them, the truth is, it could happen at any time. Click the link to learn how New York Life's customizable individual disability insurance can help protect your lifestyle and future, and reach out if you want to talk about your options.

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

08/02/2024

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

08/02/2024
Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?*https://bit.ly/4983Mi7
08/02/2024

Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?

*https://bit.ly/4983Mi7

06/02/2024

Protect your future by being prepared for the unexpected. Learn more about disability insurance today.
https://nyl.co/4bsMvlu

Click here to read this article about how to protect your future self and when to purchase long-term care insurance. h...
01/02/2024

Click here to read this article about how to protect your future self and when to purchase long-term care insurance.
https://cbsn.ws/3w8wXmv

23/01/2024

Long-term care costs are affecting millions of seniors who need help with everyday activities. Read this article to discover how to protect your family with a well-thought-out strategy. https://bit.ly/4221Chq

23/01/2024

Address

FL
32092

Telephone

(904) 806-4900

Website

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