RoseAnne Nagle, Agent with New York Life

RoseAnne Nagle, Agent with New York Life My goal is to provide tailored solutions that align with your financial needs and long-term aspirations. I am not licensed in all jurisdictions.

"Guide Your Journey Through Life's Financial Terrain with Assurance: Offering Comprehensive Financial strategies, Incorporating Tax Diversification and Planning for Life Milestones" Honored to Achieve MDRT Qualification – A Milestone in Excellence

I’m proud to share that I have qualified for Million Dollar Round Table (MDRT) in my first year, joining an elite group of approximately 42,000 financi

al professionals worldwide across 71 countries. MDRT represents the highest standard of excellence in the financial services industry, built on a foundation of integrity, client-first service, and ethical responsibility. As a licensed financial professional in 11 states, I specialize in helping individuals, families, and business owners navigate debt management, college funding, retirement planning, tax diversification, lifetime income strategies, and preparing for the unexpected. If you’d like to review your current financial strategy or explore new opportunities, I’d be happy to offer a complimentary consultation. Let’s connect and build a financial roadmap that empowers you for the future. Agent, New York Life Insurance Company
License #'s: CT- 21071342; NY- LA-1842830; NJ- 3002978142
99 Hawley Lane, Suite 1400
Stratford, CT 06614
Mobile: (646) 279-3015
Office: (203) 385-5100

Million Dollar Roundtable 2025: The Million Dollar Round Table
(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of
excellence for life insurance sales performance in the insurance and financial services industry. 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. 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.

04/03/2026

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!

When AI asks you who you are…What do YOU say?Drop it in the comments 👇I used:Mom. Wife. Dog person. Horse girl. Communit...
02/08/2026

When AI asks you who you are…
What do YOU say?
Drop it in the comments 👇

I used:
Mom. Wife. Dog person. Horse girl. Community builder. Big believer in doing life together.

Turns out… it listens.

Life’s richest when we invest in love, joy, and each other. 🌿💛

This Valentine’s Day, the most loving thing you can do has nothing to do with flowers or chocolates.As you read this, pa...
02/03/2026

This Valentine’s Day, the most loving thing you can do has nothing to do with flowers or chocolates.

As you read this, pause for a moment. Think about who you care about: your partner, your kids, your parents, close friends, the people whose lives are woven into yours.

Each year around this time, I look at the people I work with and I notice the people I care about who I don’t have a file for yet. Recently, something happened that reminded me how suddenly everything can change.

It’s made me think differently about the conversations I have and the ones I haven’t had yet.

This is why protection planning matters in my work as a financial planner. Not as the whole plan, but as the foundation that supports everything else: retirement strategies, education funding, tax planning, investment coordination, estate planning, business succession, the complete financial picture.

This week, I’m giving this part of planning a little extra focus. I’ll be reaching out to some people I care about, not with pressure, not with urgency, just with clarity and choice.

If there’s someone you care about who depends on you or whose life would be deeply affected if something happened to you, consider this your gentle Valentine’s reminder.

And if there’s someone else you care about, your kids, extended family, a business partner, who should be having this conversation for the people who depend on them, please connect us. I’d be honored to help. 🌿💛

01/19/2026

Huge thank you to Jennifer Connor, Jennifer Lynn Wood, and Piper Klemm for hosting such a thoughtful, intentional, and beautifully executed Equestrian Businesswomen event and The Plaid Horse Podcast gathering at Winter Equestrian Festival • Wellington International. Watching dear friends of mine pour so much care, creativity, and behind the scenes work into creating a space like this for women in business was truly special.

The panels were exceptional. The setting was beautiful. The level of intention behind every detail was so clear. What made it all truly stand out was how seamlessly everything came together to create such a powerful environment. A room full of women building brands, businesses, and careers rooted in passion, grit, and community. The conversations were genuine, the connections felt easy, and the energy was supportive, generous, and inspiring.

Jenn Connor and Jennifer Wood curated an incredible Equestrian Businesswomen panel. Every panelist brought something meaningful to the discussion, sharing real, hard-earned insights about building and sustaining businesses in the equestrian world. I especially loved hearing Lindsay Lenard from Horse Spot talk about knowing your KPIs, understanding your data, and how that clarity supports smart scaling and future investor conversations. Kelly Giordano’s insights around hiring thoughtfully, setting expectations, and using performance reviews to support growth and accountability were equally impactful. It was practical, honest, and incredibly valuable.

Those conversations reinforced something I believe deeply. The most successful businesses are built when strategy is considered from the very beginning, not just around operations and growth, but around the long term as well. When retirement planning, business structure, and personal financial strategy are integrated early, everything else becomes more intentional. Employee retention, benefits, and tax efficiency naturally follow when the foundation is designed thoughtfully rather than added later as a patch.

Separately, Piper Klemm hosted a wonderful Plaid Horse podcast conversation spotlighting equestrian-focused leadership and innovation. I loved hearing from Monica L Halem, M.D., a board-certified dermatologist and passionate equestrian, about how she built science-based skincare designed specifically for riders. The conversation with Lenore Rees Brown, Director of Sponsorships at Equestrian Sport Productions for the Winter Equestrian Festival, was equally fascinating. Her career path and perspective on partnerships and sponsorship within the sport gave me so much to think about, and I truly hope to continue that conversation.

I am also incredibly honored to have been included on the Equestrian B2B Podcast this year and recognized in their 2025 guest recap for conversations that stood out. Being trusted with discussions around money, business, and long-term planning, especially in a community I care so deeply about, means more than I can say.

I love working with women who put everything into building something of their own. My approach is always about stepping back, looking at the whole picture, and designing strategies that support both the business you’re building and the life you want it to sustain. My work is always confidential and always complimentary, and I would truly love to connect for a virtual coffee or meet in person outside of the event.

Grateful for this community. Grateful for these friendships. And so excited for what’s ahead. 🌿💛

10/07/2025

🌍 AI Is Transforming Finance — But Leadership Will Always Be Human.

This week, I joined some of the most forward-thinking financial professionals in the world — leaders within MDRT, where global advisors collaborate on the future of our profession — to explore how artificial intelligence is redefining the way we serve our clients.

We discussed everything from intelligent CRMs and predictive analytics to the ethical integration of AI into financial strategy. The common thread?
Technology should never replace trust — it should reinforce it.

The most sophisticated systems still depend on human judgment, confidentiality, and emotional intelligence. In my practice, every use of AI is intentional, secure, and designed to enhance—not compromise—the personal experience my clients rely on.

AI can streamline workflows and highlight opportunity, but it’s the human connection that transforms insight into impact.

The future of finance will belong to those who know how to combine innovation with integrity — and who never lose sight of the people behind the numbers.

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's s...
08/07/2025

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversati...
07/10/2025

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. I'm here to help.

On Thursday, I sat on stage as one of NAIFA’s Four Under 40 honorees.I’m 42.I’ve been sitting with it for a few days — n...
06/15/2025

On Thursday, I sat on stage as one of NAIFA’s Four Under 40 honorees.
I’m 42.

I’ve been sitting with it for a few days — not just the honor itself, but the meaning behind it. And with everything happening this week — all the voices rising up across the country — I kept coming back to this truth: using your voice matters. Whether it’s in protest, in planning, or in policy.

This recognition wasn’t about age. It was about impact — about showing up consistently, serving others with heart, and building something meaningful even when the path looks different. I didn’t apply. I was nominated by fellow professionals I deeply respect, and that makes it all the more meaningful.

NAIFA — the National Association of Insurance and Financial Advisors — is the longest-standing and most influential association in our field. It represents advisors who aren’t just serving clients, but advocating for them at the state and federal level. NAIFA is about protecting Main Street — the families, business owners, and individuals who deserve ethical guidance, strong policy protections, and someone in their corner.

I’m looking ahead to the opportunity to walk alongside NAIFA leaders on Capitol Hill — to lend my voice in advocating for the very policies that impact the people I serve every day.

Speaking on the panel wasn’t just about sharing my story — though I did. I spoke about building a practice from scratch after life took some unexpected turns. About being a mom, a career-changer, and a woman stepping into a male-dominated profession with no traditional background — just a calling to help people feel more in control of their financial lives.

This work is about clarity, compassion, and protection. It’s about legacy. It’s about love. And this moment? It’s not a finish line. It’s a beginning.

I’m grateful to be in this work, and I’m ready for what’s next.

This little one’s got the cutest rollover technique 🐶✨But when it comes to rolling over your 401(k) — let’s make sure yo...
05/31/2025

This little one’s got the cutest rollover technique 🐶✨
But when it comes to rolling over your 401(k) — let’s make sure you don’t end up belly-up.

If you’ve recently changed jobs or have old retirement accounts sitting untouched, a 401(k) rollover could help consolidate your savings, reduce fees, and give you more control over your future.

Let’s take a look together and make sure your financial rollover is as smooth as this pup’s.
Message me if you’re ready to get rolling. 💼➡️🐾



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I just found out that I’ve been selected as one of NAIFA’s Four Under 40 for 2025 — even though I’m 42.I told them that ...
05/29/2025

I just found out that I’ve been selected as one of NAIFA’s Four Under 40 for 2025 — even though I’m 42.

I told them that right away, fully expecting it to disqualify me. But after a transparent conversation, they told me:
“You represent exactly what this award is about — leadership, purpose, and real impact.”

That meant more than I can say.

My path here wasn’t conventional. After years of running an elite-level equestrian business, everything changed the day I hugged my son after teaching a clinic — and he stopped breathing. He was severely allergic to horses. That moment forced me to step away from a career I loved and start again with a deeper purpose.

That moment became my why.

Today, I work with families, entrepreneurs, and equestrians navigating major life transitions — aging parents, college decisions, business exits, new beginnings — and help them align their financial decisions with their values, goals, and long-term vision.

Sometimes it’s about legacy.
Sometimes it’s about keeping more of what they’ve built — instead of handing it to taxes.

This afternoon’s news is a beautiful reminder:
You don’t have to follow a straight line.
You don’t have to fit the mold.
You just have to lead with meaning — and be brave enough to begin.

Thank you NAIFA for seeing the story behind the stats. I’m honored and grateful to be part of this year’s Four Under 40.

Double life? Try triple whammy. 💼🐾🦄For those who missed it, I just got back from an incredible trip to Dallas for Career...
05/28/2025

Double life? Try triple whammy. 💼🐾🦄

For those who missed it, I just got back from an incredible trip to Dallas for Career Conference 2025, where I was honored to be recognized among the top professionals in my field — and left more inspired than ever to help families protect their futures and build lasting legacies.

No sooner did I land than I was back to middle-of-the-night puppy care (Kensi delivered 9 beautiful Bernedoodles!) and early-morning Zooms with clients working through everything from estate planning to retirement strategy.

And this Friday? I’m off again — this time to Massachusetts to teach a showjumping clinic. Back to the arena, where another part of my heart lives.

Truth is, none of these paths are traditional — but together, they’re mine.
✨ Financial planner by day
✨ Bernedoodle breeder by night
✨ Equestrian educator by weekend

I’m not here to choose one — I’m here to show that women can live fully in all their callings. And if I can help you protect your future, find your footing, or chase your own triple-whammy dream, I’m just a message away.

Here’s to the beautiful chaos — and building a life that holds all of it. 💛

Address

44 S Broadway, Suite 1801
White Plains, NY
10601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 9pm
Wednesday 8am - 5pm
Thursday 8am - 9pm
Friday 8am - 5pm
Saturday 9am - 12pm

Telephone

+12033855100

Website

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