Tracy Morales, Agent with New York Life

Tracy Morales, Agent with New York Life Licensed Insurance Agent at New York Life Insurance Company Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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 funding, retirement, managing costs for extended periods of care and lifetime income strategies. 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. I am not licensed in all jurisdictions. My California Insurance license number is 4059476
Covina Valley
140 Via Verde Suite 200
San Dimas, CA 91773

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offer...
12/19/2021

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-fr...
12/16/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life ...
12/09/2021

Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Gi...
12/09/2021

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax...
12/02/2021

Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance ...
11/29/2021

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs

11/29/2021

Did you know that long-term care insurance typically covers both in-home care, as well as care received at a specialized facility like an adult day care, assisted living facility, nursing home or memory loss unit?

The misconceptions about what long-term care involves and peoples’ images of the most common care settings are understandable since long-term care insurance originally started as nursing home insurance four decades ago.

As you get further along in your career, preparing for retirement becomes a bigger focus. Give me a call and we can disc...
11/27/2021

As you get further along in your career, preparing for retirement becomes a bigger focus. Give me a call and we can discuss the best strategy for you.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

No one can tell the future. That's why preparing for retirement can often feel so overwhelming. Fortunately, with a litt...
11/26/2021

No one can tell the future. That's why preparing for retirement can often feel so overwhelming. Fortunately, with a little help, you can prepare for whatever comes your way. Read this article and let's get started today.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

A growing family is a beautiful thing. In honor of  , let's talk about how to keep long-term debt from derailing your pl...
11/26/2021

A growing family is a beautiful thing. In honor of , let's talk about how to keep long-term debt from derailing your plans for the future. Read these tips and let's chat.

Strategize your savings to avoid long-term debt. Learn the steps you need to take to build out a savings plan to keep your head above the water.

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now,...
11/25/2021

Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now, and build tax-free income for when you need it most. Give me a call to discuss which may work best for you.

For over 175 years, New York Life has been helping families build better futures. That’s why I am thankful we're a part ...
11/24/2021

For over 175 years, New York Life has been helping families build better futures. That’s why I am thankful we're a part of the time-honored tradition of the Macy’s Thanksgiving Day Parade. Tune in Thursday to see our updated float.

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

Address

Yucaipa, CA
92399

Telephone

+19096485850

Website

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