You’ve come a long way; we’d like to help you go even further
Tailoring solutions to meet the needs of the lesbian, gay, bisexual and transgender community
Our commitment to you and to the LGBT community is grounded in values that drive everything we do; financial strength, integrity, and humanity.
Getting married, sending a child off to college, achieving financial independence, becoming an entrepreneur, helping your community thrive, leaving a legacy for future generations—these are only a few of the many dreams we aspire to.
Whether your dreams are simple or ambitious, at New York Life we understand that everyone has them.
Because your financial goals are as unique as you are—whether you want to include your partner or spouse on your life insurance policy, save for your child’s education, pay off a mortgage, prepare for retirement or protect and pass on your wealth—we provide customized solutions to meet your needs and help you turn your dreams into reality.
We are guided by our core values of financial strength, integrity, and humanity. These values are at the heart of what drives us in everything we do and our long-standing ties to the LGBT community.
What matters most to you?
- Protecting your loved ones
Taking care of those we love is always at the top of the to-do list. When it comes to protecting your family financially, we can help you insure your income, protect your mortgage, your children’s education and even your retirement income. When it comes to leaving a legacy, our community is likely to support charities and donate to causes closest to their hearts. Together we’ll help you plan.
- Building wealth and assets
You have worked hard all these years to accumulate assets. Make sure you have a proper plan to protect, preserve and pass on your legacy. We can help with your asset accumulation and preservation needs.
- Securing your retirement
Equally important are retirement planning concepts. Some apply to everyone who is planning to retire: how to save enough money, have a plan to make sure it lasts long enough, and pass retirement benefits to a partner. A New York Life agent can help.
- Estate Planning
As important as life insurance is, having an estate plan is just as critical, especially for unmarried same-sex couples; if either partner passes away, assets may not automatically transfer to the surviving partner. By taking the proper steps now, you can ensure assets are distributed according to your wishes.
It starts with you.
When you meet with one of our agents to discuss your financial dreams, they will help you:
- Build personal financial plans while understanding the changing needs of the LGBT community
- Understand the complexities of the community when it comes to long term care planning
- Develop a plan to help distribute your assets
This could be a life-changing conversation!