Carmen D Ortiz, Licensed Agent with New York Life

Carmen D Ortiz, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

520 Broad Hollow Road Melville, NY11747

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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.

They won't be small forever, but they'll always be your babies. I can help you protect them now and in the future with a...
04/19/2019

They won't be small forever, but they'll always be your babies. I can help you protect them now and in the future with a financial solution that grows with your needs as well as theirs.

When it comes to being financially prepared, a one size solution doesn't always cut it. With our term life's customizabl...
04/18/2019

When it comes to being financially prepared, a one size solution doesn't always cut it. With our term life's customizable options, you can create a solution that's perfectly suited for your needs.

With New York Life's term life insurance, you can customize protection for yourself and your loved ones. Like this post ...
04/17/2019

With New York Life's term life insurance, you can customize protection for yourself and your loved ones. Like this post if being financially prepared is one of your goals in 2019.

There's peace of mind that comes from being prepared. No matter your budget, there's a solution to fit your needs. Let's...
04/16/2019

There's peace of mind that comes from being prepared. No matter your budget, there's a solution to fit your needs. Let's talk about your options.

Simple. Affordable. Valuable. A retirement planning solution designed to fit your needs. Watch this short video to lear...
04/15/2019

Simple. Affordable. Valuable. A retirement planning solution designed to fit your needs. Watch this short video to learn about the value of NYL My Care: https://bcove.video/2tmwLN0.

You’ve worked hard for your retirement, and an income annuity can help you get the most out of it.
02/15/2019

You’ve worked hard for your retirement, and an income annuity can help you get the most out of it.

Are you confident your retirement savings will last? Learn how you can preserve your savings and the lifestyle you've worked for with New York Life annuities.

From MarketWatch: More parents are co-buying homes with their children. Here’s what you should think about if you’re pla...
02/15/2019

From MarketWatch: More parents are co-buying homes with their children. Here’s what you should think about if you’re planning to help your child with a real estate purchase.

In some housing markets, 25% of sales involve a co-buyer, such as a parent or other relative.

Changing jobs can also mean a change in your long-term financial strategy. What changes do you plan to make to better ac...
02/12/2019

Changing jobs can also mean a change in your long-term financial strategy. What changes do you plan to make to better achieve your goals for yourself and your family? Let me know in the comments below.

02/11/2019

Estate planning doesn’t have to be complex with these 5 simple steps.

Estate planning isn’t just for the wealthy. Nor is it simply for those contemplating the inevitable.

There’s a lot riding on your business. That’s why we should talk.
02/11/2019

There’s a lot riding on your business. That’s why we should talk.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the c...
02/11/2019

Not sure what to do now that you've reached retirement age? Don't worry, you're not alone. Share your questions in the comment section below.

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Melville, NY
11747

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