Malcolm Wales, Licensed Agent with New York Life

Malcolm Wales, Licensed 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.

6400 Main St Williamsville, NY 14221

In 2025, three obstacles will test entrepreneurial businesses everywhere — and those who act decisively will turn these ...
01/27/2025

In 2025, three obstacles will test entrepreneurial businesses everywhere — and those who act decisively will turn these challenges into opportunities. Learn more.

Geopolitical and economic conditions may bring uncertainty in the year ahead, but they also open doors for businesses to access global markets and talent.

Americans won’t have to worry about unpaid medical bills damaging their credit reports and scores much longer.
01/24/2025

Americans won’t have to worry about unpaid medical bills damaging their credit reports and scores much longer.

Learn about the kind of AI power that can significantly increase the value of a business preparing for sale.
01/22/2025

Learn about the kind of AI power that can significantly increase the value of a business preparing for sale.

It's the kind of AI power that can significantly increase the value of a business preparing for sale.

Winter is a time for taking stock of what's truly important—your family. This year, make sure the ones who bring comfort...
01/03/2025

Winter is a time for taking stock of what's truly important—your family. This year, make sure the ones who bring comfort and joy to your life are protected today, tomorrow, and all the days to come. Reach out to learn how I can help make sure your loved ones are taken care of.

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right...
12/30/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

12/27/2024

Do you know that New York Life just declared the largest dividend in our company's history? What's more, it will be the 171st consecutive year that we've paid dividends to eligible participating whole life policy owners. You can read about it on our website or call me if you want to know more.

New York Life, America’s largest mutual life insurer, has declared a dividend of $2.5 billion payable to eligible participating policy owners in 2025, the highest payout in its nearly 180-year history.

12/23/2024

Learn more about New York Life’s 2025 dividend announcement.

New York Life, America’s largest mutual life insurer, has declared a dividend of $2.5 billion payable to eligible participating policy owners in 2025, the highest payout in its nearly 180-year history.

The Fed's rate cut will provide relief for some borrowers, but savers will have to work harder to get decent returns.
12/20/2024

The Fed's rate cut will provide relief for some borrowers, but savers will have to work harder to get decent returns.

The Fed's rate cuts will provide relief for some borrowers, but savers will have to work harder to get decent returns.

The specific date you start your retirement could impact several key elements, including benefits from your former emplo...
12/18/2024

The specific date you start your retirement could impact several key elements, including benefits from your former employer, Social Security distributions, and taxes. If you're thinking about retiring this winter, reach out. I can help ensure your timing is perfect.

The lack of financial literacy in the U.S. is leading to older adults living without financial security.
12/16/2024

The lack of financial literacy in the U.S. is leading to older adults living without financial security.

Poor financial literacy and a lack of foresight have led to this troubling reality. It's going to take tax policy changes, education and more to address it.

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday ...
12/13/2024

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guaran...
12/11/2024

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed solution can make your family more secure this season, and all the seasons to come.

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6400 Main Street
Williamsville, NY
14221

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