Pragnesh Patel, MDRT Agent with New York life Insurance Company

Pragnesh Patel, MDRT Agent with New York life Insurance Company I am an Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT,MA,NH,NJ,PA,SC,GA,AL,IL. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college f

unding, 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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Debt is stressful and confusing. I can help you get you some clarity and build a strategy that gives you confidence in y...
02/10/2022

Debt is stressful and confusing. I can help you get you some clarity and build a strategy that gives you confidence in your financial future. Let’s touch base today!

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

It’s difficult to know how to prepare and save for the future. It all starts with your goals. I can help you develop a f...
01/30/2022

It’s difficult to know how to prepare and save for the future. It all starts with your goals. I can help you develop a financial strategy that meets your needs. So, what are you waiting for? Let’s talk about your future!

Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

Setting financial goals is important but it can be intimidating, especially when you’re thinking about things like colle...
01/20/2022

Setting financial goals is important but it can be intimidating, especially when you’re thinking about things like college and retirement. I can help you set a budget, save and prepare for your financial future. It all starts with a conversation. Reach out to me, and we’ll talk about your goals.

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself o...
01/14/2022

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.

New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strateg...
01/10/2022

New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strategy that meets your goals for your family. Let’s talk about your future today!

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...
01/07/2022

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.

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what ...
12/31/2021

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what steps you have taken to protect your family's financial future in the comments below.

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about you...
12/31/2021

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think.

As financial professional for New York Life, I’ve helped many parents with life insurance. If you want to protect your f...
12/31/2021

As financial professional for New York Life, I’ve helped many parents with life insurance. If you want to protect your family’s future, but don’t know where to start, I can help. Reach out to me and we’ll develop a strategy that meets your needs now and into the future.

Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

What are some unexpected financial challenges you are facing as a new parent? Let me know in the comments below.
12/24/2021

What are some unexpected financial challenges you are facing as a new parent? Let me know in the comments below.

12/16/2021

2022 will mark the 168th consecutive year we’ve issued dividends to eligible participating policy owners. Give me a call today to start planning for tomorrow and take part in any future dividend.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Not sure whether to save for retirement or your child's education? What if you don't have to decide? Click here to learn...
10/11/2021

Not sure whether to save for retirement or your child's education? What if you don't have to decide? Click here to learn how you can do both.

Learn to save for a child's college education while funding your retirement with these savings vehicles.

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Waltham, MA
02451

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