Anica Gomez New York Life Financial Professional

06/23/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an ongoing process. This month, let’s review your strategy and make sure it reflects your current goals and priorities.

Ready to discuss how annuities may fit into your overall financial strategy? Schedule a complimentary review with me here: https://calendly.com/angomez01-ft

06/23/2026

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/4eUVP5f

06/12/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

06/01/2026

Looking for a little more certainty with your money?

The New York Life Secure Term Choice Fixed Annuity is currently offering a 4.80% guaranteed rate for 3 years (effective 06/01/26), providing a way to grow money without market risk.

June is a great time to review your retirement strategy and ensure you're on track for the future you envision.

📅 Book a complimentary retirement planning conversation:
https://calendly.com/angomez01-ft

Let's talk about ways to help protect and grow your retirement savings.

05/06/2026

These are moments that truly remind me why I serve—and this is one of them. 🙏

Being part of Majesty Outdoors has been such a blessing in my life. Getting to spend time with these incredible kids, pouring into them, laughing with them, and watching them grow is something I will never take for granted. ❤️

Majesty Outdoors is a Christ-centered nonprofit dedicated to mentoring fatherless youth through meaningful relationships, outdoor experiences, and faith-based guidance. Their mission is to break the cycle of fatherlessness by building confidence, character, and purpose in the next generation.

In doing what I truly love—serving others—I’m beyond grateful that the New York Life Foundation was able to support this mission. Together, we donated $980 to the Majesty Outdoors Flour Bluff chapter, where I have the honor of serving alongside so many amazing people.

It’s more than volunteering… it’s answering a calling.
It’s about showing up, loving on these kids, and being part of something bigger than ourselves.

Truly such an honor and a blessing to serve the Lord’s mission while representing New York Life. 💙

04/28/2026

Retirement accounts are not all taxed the same, and how contributions, growth, and distributions are treated can shape after-tax income over time. This Market Outlook chart highlights how tax-deferred, tax-free, and taxable accounts function as distinct “tax buckets,” and how coordinating withdrawals across them may help manage tax exposure throughout retirement.

Review the chart to see how different tax treatments can influence retirement income and long-term tax planning. https://bit.ly/44w0rZV

04/25/2026

Life changes—and your coverage should too. 💡

Whether it’s a new job, growing family, or future goals, having flexible life insurance means you’re protected through it all. A portfolio approach helps make sure you have the right coverage when you need it most.

Let’s chat about what makes sense for you:

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04/17/2026

A milestone worth celebrating! 🎉

For the sixth consecutive year, New York Life Insurance Company is paying dividends on NYL My Care—and for the first time ever, dividends are also being paid on NYL Secure Care. 👏

This marks an exciting moment for our long-term care solutions. With nearly 40 years of experience in this space, New York Life continues to demonstrate strength, stability, and a commitment to delivering lasting value—helping policyholders protect what matters most. 💙

04/17/2026

There are many ways to save for retirement—from CDs to annuities—but what matters most is having a strategy that aligns with your goals.

If you’re unsure whether you’re on the right track, I’m here to help you think through your options and bring clarity to your plan.

📅 Schedule a time that works best for you: https://calendly.com/angomez01-ft

04/15/2026

You wear many hats as the head of your household —provider, protector, planner—and when it comes to life insurance, flexibility is key 🔑

The good news? A smart mix of coverage can often cost less than a single policy while still giving your family the protection they deserve ❤️

Let’s find the right fit for you and your goals.

Schedule a time with me here 📅: https://calendly.com/angomez01-ft

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.