Karen Lew, New York Life Insurance Company
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General Information
Locality: San Francisco, California
Phone: +1 510-604-4088
Address: 425 Market St, # 1600 94105 San Francisco, CA, US
Likes: 80
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If you're like some, there's nothing spookier than discussing finances with your new fiancé. This #Halloween, exorcise the fear with these tips for merging lives and money.
For many retirees, having enough money to retire comfortably doesn't mean they're comfortable spending it. This #NationalRetirementSecurityWeek see why life insurance can help give you the freedom you deserve.
Grief can be difficult, but a creative outlet can help kids express themselves and be heard. Thanks to the @NewYorkLife Award and the Scholastic @ArtandWriting Awards, students have the opportunity to be recognized and awarded for their unique voice. http://bit.ly/34Ir8u8
Like most millennials, you may think you have enough life insurance to protect your family. But did you know only 10%* have enough to cover all their needs? See how New York Life can help your family be one of them. *New York Life Insurance Gap Study 2018.
When you do retirement planning right, every day will be a vacation day.
You work hard to provide your family with the life they deserve. Make sure they stay protected no matter what the future brings.
"The biggest adventure you can take is to live the life of your dreams." ~Oprah Winfrey
As we head into a new season, it's the perfect time to make some changes of your own. See how New York Life can provide renewed opportunities to help your business year round.
Did you know life insurance can help you pay for college, make a down payment on your home, or supplement retirement income? Let's talk.
Juvenile life insurance offers more than just protection, it can also help your child get a head start on their financial future. See what else it can do:
The simplest, most effective way to empower yourself is through financial education. From protecting your loved ones to securing your retirement, we can help you achieve the level of financial independence you deserve. #WomensEqualityDay
It's Senior Citizens Day! If a flexible retirement plan that offers guaranteed income sounds like a good way to celebrateget in touch. #NationalSeniorCitizensDay
"What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha
With the kids away at camp, maybe you can catch up on your to-do list. Learn how term and whole life insurance can give your family protection that goes beyond sunscreen and bug repellent.
The right to vote was just the beginning. Let's help close the retirement savings gap.
Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short and long-term goals.
Need summer reading recommendations? Are you a fan of self-help? See how life insurance can help protect you and your family's financial security.
They may be in onesies now, but soon they'll be in college sweatshirts. As their wardrobe changes, so will their needs. In what ways have you started planning for their future? Let me know below.
When you're approaching retirement, financial independence means having reliable income. See how we can help you stay financially secure.
Happy Independence Day! Celebrate the day with family, friends, and fireworks!
A new home is a big investment. But it's worth it when you have big plans for your family's future. What plans do you have for your family in the coming years? Let me know below.
Because protecting your family's future is serious business.
Choosing to live together was the easy part. Choosing how to live together takes a little more discussion. Here are some talking points to help you and your partner kick off the money talk.
You knew buying a home was an investment in your family's financial future. But did you know life insurance can help provide even more? Comment below.
Can your business go on without you? If you've been putting off creating a succession plan for your business, see why now is the perfect time to do it.
Personal finance is important, but rarely taught in school. Here are some lessons everyone should know before they graduate.
"A dream does not become reality through magic; it takes sweat, determination and hard work." ~Colin Powell
A new job can go a long way towards helping you achieve the lifestyle you're striving for. What are some of the lifestyle changes you hope to accomplish with your new position? Comment below.
Our term life insurance offers customizable solutions to ensure you and your loved ones are financially prepared for whatever comes next.
Graduation means moving on to bigger things. From couch surfing through Europe to adulting in a midtown office, see how life insurance can help you stay protected as you do you.
This National Women's Health week, make it a point to stay fiscally fit and strengthen your financial security.
Baby keeping you up all night? Don’t let your finances keep you up too. Let’s discuss how disability insurance can help with your maternity leave.
There’s a lot riding on your business. That’s why we should talk.
Alzheimer’s is the #1 reason that individuals over 65 need long-term care. Learn how to reduce your risk of Alzheimer’s: http://bit.ly/2BeIJNu.
A more secure retirement may only be a few steps away. What are you doing to ensure you spend more time relaxing and less time worrying? Leave your comments below.
Investment income could impact your taxes. Let’s work to minimize it.
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.
Everything you need to know about income annuities (and then some).
You’ve worked hard for your retirement, and an income annuity can help you get the most out of it.
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.
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.
How can business owners build wealth while trying to reduce their income taxes?
Estate planning doesn’t have to be complex with these 5 simple steps.
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.
Here are 4 easy ways to build your savings in 2019.
You not only changed careers, you also changed benefits, which can affect your family as well. Like this post if you want to discuss some measures to supplement your workplace benefits.
As the prospect of retirement arises, so can new medical issues. What measures are you taking to ensure you and your loved ones stay financially secure? Let me know in the comments below.
With all the excitement and preparation surrounding your new baby, the future looks brighter than ever. Contact me to see how New York Life can help you and your family stay financially secure.
Estate planning for larger estates (typically above $10 million for a married couple) generally includes various key components. Read this article featuring CPA Robert Keebler to learn more: thenautilusgroup.com//keeblerestateplanningforlargeestate..
How can business owners build and maintain the cash they need to operate in a tax-efficient manner?
Did you know waiting to collect your social security can be more beneficial? Let's come up with a retirement strategy that best fits your situation.
New Year, new goals. What are yours?
Funding your child’s college education a New Year's resolution to secure their future.
How can clients with large qualified plan and IRA plan balances manage tax obligations?
Thinking about Term Life insurance? Still have questions? I can help answer questions you may have. #GoodAtLife
America's 5 biggest budget-busters, and what to do about them.
For 165 years, we've paid out dividends to participating whole life policy owners. Find out how being a part of our tradition of putting clients first can help you. Give me a call.
Are you saving more, less or the same for retirement lately? Read this article from AARP to see what others are doing.
Some of the best presents don’t fit under the tree. Get a child you love the gift of life insurance this holiday season.
Life insurance can be a great gift, but with so many options available, choosing the right policy can be difficult. Read these tips and give your loved ones peace of mind this holiday season.
When it comes to long-term care planning, there are options for every budget. Check out this article from Forbes to learn more.
It's a three-peat! New York Life has declared dividends on the Mutual Income Annuity three years in a row. Interested? Let's talk. https://bcove.video/2DW60Wd
Traditions are important to us. Just like our clients. Let's talk about your options to help make the most of this year's dividend.
How can you plan for paychecks that last?
Are your parents retired? If yes, do you know their wishes about caregiving and their assets? If no, share this video with them to help break the ice and put you "in the know." http://bit.ly/2DYojuT
Need to save more for retirement? Here are some tips to help you downsize.
Alzheimer’s is the #1 reason that individuals over 65 need long-term care. During Long-Term Care Awareness Month, learn how to reduce your risk of Alzheimer’s. http://bit.ly/2BeIJNu
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