William "BeeJay" Bourque, Licensed Agent with New York Life

William "BeeJay" Bourque, Licensed Agent with New York Life • Registered Representative offering securities,
products, and services through NYLIFE
Securities LLC 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. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

3000 Bayport Drive, Suite 1100
Tampa, FL 33607
(863) 412-7652

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.

Is your retirement protected from the new tax laws? This insightful, on-demand seminar shows you strategies to help prot...
04/15/2024

Is your retirement protected from the new tax laws? This insightful, on-demand seminar shows you strategies to help protect your retirement funds. View on-demand any time before 5/13/2024: https://bit.ly/49xi4Za

They say fools rush in. When it comes to retirement, they may be right. Make sure your golden years are spent living lif...
04/12/2024

They say fools rush in. When it comes to retirement, they may be right. Make sure your golden years are spent living life to the fullest and start planning early. These tips can help make sure you're saving the right way, but if you want a more customized solution, reach out. I'm here to help.

Retirement savings can be a complex topic, but there are a few key things to keep in mind to get started.

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying con...
04/10/2024

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started. For a more individualized approach, reach out and let's talk.

Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people...
04/08/2024

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people are hustling to get everything sorted out in time. This year, New York Life has put together a handy guide with tips to help ease the deadline frenzy.
If you have any questions about your taxes or personal finances, please reach out. For tax advice please consult your tax professional.

Can't seem to pay down your debt fast enough? Managing debt isn't just about finances, it's about your peace of mind. Wh...
04/05/2024

Can't seem to pay down your debt fast enough? Managing debt isn't just about finances, it's about your peace of mind. While it can be challenging to pay off debt and save at the same time, here are 7 tips to help you take back control of your financial future. For even more tips, let's talk.

It can be challenging to pay off debt and save at the same time, but it is possible using these tips.

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is ca...
03/26/2024

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!
This article is a great place to start:

See results from New York Life's Wealth Watch survey 2024 outlook.

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips...
03/21/2024

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become e...
03/14/2024

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

During Women’s History Month,  join us in celebrating the countless contributions of women in our society. It’s a time t...
03/12/2024

During Women’s History Month, join us in celebrating the countless contributions of women in our society. It’s a time to honor the remarkable women of the past who paved the way, as well as those today who continue to forge new paths. Take a moment to recognize the important women in our own lives who make a meaningful difference—not just during this month, but every day of the year.

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the fo...
03/07/2024

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the four tips outlined in this article to get started, and contact me for other helpful strategies and solutions.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.
02/29/2024

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.

Address

Winter Haven, FL
33884

Alerts

Be the first to know and let us send you an email when William "BeeJay" Bourque, Licensed Agent with New York Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to William "BeeJay" Bourque, Licensed Agent with New York Life:

Share