Eagle Strategies LLC

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.

Business Planning Products and Services

Individual Planning Products and Services

401(k),  Plans

Defined Benefit Plans

SEP, SIMPLE, Keogh Plans

Executive Bonus

Non-Qualified Deferred Compensation (NQDC)

Annuities***

Life Insurance

Health Insurance*

Disability Income Insurance*

Key Person Protection

Executive Bonus

Buy-Sell Funding

Traditional and Roth IRAs

Whole, Term, Universal Life Insurance

College Funding, 529 Plans#

Variableand Fixed Annuities**

LifeTime Income Annuities**

Health Insurance*

Short Term Medical Insurance

Long Term Care Insurance

Estate Conservation

Mortgage Protection

Charitable Giving

 

*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

**Issued by New York Life Insurance and Annuity Corporation (a Delaware Corporation).

***Annuitites are known for offering a variety of attractive features. With Money that is not held in a tax favored retirement plan, one of these attractive features is tax-deferral. However, tax favored retirement plans already provide tax-deferrred under the Internal Revenue Code, so the tax-deferral of an annuity does not provide any additional bennefits. You should contact your own tax and legal advisor prior to purchasing a TSA policy.

Note: Tax Scheltered Annuities plans under IRC Sections 403(b) are only available to employees of public education organizations and Section 501(c)(3) tax-exempts organizations. 

#Securities offered by NYLIFE Securities LLC (member FINRA/SIPC)

Neither New York Life Insurance Company nor any of its agents provides tax or legal advice.  Clients should consult with their own qualified professional(s) to evaluate their individual circumstances.

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