Chris Jaeger, Agent with New York Life

03/11/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

03/09/2026

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

03/09/2026

Are you familiar with the different types of life insurance? Term or permanent? Whole life, IUL, VUL? And how does permanent life insurance cash value work?

If you’ve ever wondered, this is worth a watch.

Industry expert Bobby Samuelson, executive editor of The Life Product Review breaks it down in Choices Behind Key Financial Decisions, now on demand for a limited time.

Click the link below for a short preview video and to launch the full On-Demand session:

https://bit.ly/4uktL0R

Registration Code: 136695

03/03/2026

Worried about taxes in retirement? As your protection needs change, the cash value of a life insurance policy can be a powerful source of tax-free income—allowing you to keep more of your savings for the things that matter. (Accessing the cash value will reduce the death benefit and cash surrender value, and the policy must be structured properly to maintain tax-free distribution status.) https://bit.ly/40bLjhU

02/27/2026

Social Security, 401(k) withdrawals, and other common retirement income sources are taxable. Learn how tax-diversification strategies can help. https://bit.ly/4kWIwTr

02/25/2026

Tax-deferred retirement accounts are great for lowering your tax bill today—but taxes will eventually need to be paid when the money is withdrawn. Tax diversification may help you keep more of your retirement income. https://bit.ly/477AOjm

02/22/2026

Life insurance decisions can feel complicated—but they don’t have to be. Join us for an educational seminar featuring industry expert Bobby Samuelson and learn how different types of life insurance can support a broader financial strategy—so you can move forward with greater clarity and confidence.
Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/46G7EYL
Registration Code: 136695

02/17/2026

Happy Lunar New Year! May the year of the horse bring you opportunities for personal growth, new wisdom, and good fortune.

02/16/2026

Do you know where tax rates will be when you retire? Neither do we. Tax diversification can prepare your retirement income for whatever comes next—and help you keep more of your income for the things that matter. https://bit.ly/4aFRNKP

02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

02/13/2026

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.