Evelyn Urena Agent with New York Life

10/30/2022

As we grow older our needs change. So, you need a financial strategy with the flexibility to change with you. As a financial professional with New York Life, I can help you prepare for today and tomorrow.

10/29/2022

Living your best retirement means developing a financial strategy that takes advantage of all your assets. As a financial professional with New York Life, I can help you make the most of your retirement.

10/28/2022

The 2022 Advisor Symposium will be held on Wednesday, November 9, from 1:00-4:30 p.m. Eastern. This unique continuing education program is provided for accountants, practicing attorneys, and financial professionals whose clients utilize sophisticated estate and business planning strategies. Watch this video to see this year’s lineup of presenters and topics and watch for registration details coming soon!

This is "2022 Advisor Symposium" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.

10/27/2022

When you have assets in many different places such as 401(k)s, real estate, savings and more it can be difficult to find the right balance. I can help you develop a financial strategy that adapts to your changing needs.

10/26/2022

As a mother, you’re always thinking about your children’s well-being, including planning for their future. It’s never too early to develop a strategy to save for their college education or build a financial legacy. Contact me to learn how we can create a customized strategy to help realize all your dreams for them.

10/25/2022

Many people say they purchase life insurance to replace a lost income. But did you know whole life insurance could have additional uses?

New York Life shows you how a whole life insurance policy can be used as a college savings fund. Learn about how to use life insurance to supplement education.

10/24/2022

By providing a supportive environment for agents to share their experiences, New York Life's Las Poderosas group is helping members to grow their practice and become better prepared to meet their clients' needs. Click here to learn more.
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10/23/2022

In 2021, there have already been 8 weather and climate disaster events in the U.S. with losses >$1B. With this frequency of natural disasters, you should prepare for the financial and emotional consequences of a catastrophic event. Reach out to me today to learn how.

10/22/2022

The Social Security Administration estimates women who turn 65 in 2021 will live to age 86.7, about two years longer than men. With a longer life expectancy, it's important that women have a financial strategy in place to help them live comfortably for years to come. Let’s work together today to secure your financial future.

10/21/2022

Women are often the pillar of support to their loved ones during tough times. Let me help you develop a financial strategy to protect your loved ones when they need it most. Reach out to me today.