Jason Phillips, Agent with New York Life

Jason Phillips, Agent with New York Life 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. New York Life Wall Office
1963 State Route 34
Building B - Suite 201
Wall, NJ 07719

My California Insurance License Number is 4217566

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

04/10/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

Your future shouldn’t be left to chance. At New York Life we have special resources that help you build a personalized f...
04/03/2026

Your future shouldn’t be left to chance. At New York Life we have special resources that help you build a personalized financial strategy—one that gives you clarity, confidence, and control over where life takes you. Because when you steer your own course, you can move toward the future you’ve always imagined. Let’s start mapping your clear path forward today.

04/03/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

Kiplinger’s “Four Ways Life Insurance Can Grow and Protect Your Wealth” offers insights for both policy owners and those...
03/27/2026

Kiplinger’s “Four Ways Life Insurance Can Grow and Protect Your Wealth” offers insights for both policy owners and those exploring options on how life insurance can build wealth and secure your legacy. Read more.
https://nyl.co/4bAvbNs

03/27/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

03/23/2026

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

Think term life insurance is too expensive? Think again! You may be able to get $250k in dependable protection for as li...
03/21/2026

Think term life insurance is too expensive? Think again! You may be able to get $250k in dependable protection for as little as $8 month. Imagine the difference that could make to your family. Reach out to me today and let me show you how.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

Address

1963 State Route 34 Building B/Suite 201
Wall, NJ
07719

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