Our agents at New York Life Iowa offer a wide array of services to help business owners and Individuals address their financial needs. Taking into account their personal values and financial goals, they create and execute customized strategies to help entrepreneurs and individuals meet their objectives. Some of our agents’ key services are detailed below:

Solutions for Individuals

Retirement Planning
Estate Planning
Asset Protection
Charitable Planning
Investment Management*
Investment Management*
Financial Planning*
Disability and Extended Care Needs
Disability Insurance
401(k) and IRA Rollovers

Solutions for Businesses

Executive Benefits
Employee Benefits
Succession Planning
Key Person Insurance
Funding Buy-Sell Agreements
Funding Deferred Compensation

*Offered by qualified financial advisers through Eagle Strategies LLC, a Registered Investment Adviser.
+Neither New York Life Insurance Company nor its agents offer tax, legal or accounting advice.