Nathan Williamson, Financial Services Professional w Nylife Securities LLC
Category
General Information
Locality: Stockton, California
Phone: +1 209-938-8705
Address: 3255 W. March Ln. 95219 Stockton, CA, US
Website: www.newyorklife.com/agent/nwilliamson
Likes: 198
Reviews
Facebook Blog
Found this in the wild! Good stuff! I am honored to be partnered with the best company in the industry!
Taxes may be at historically low rates now, but there’s no telling where they’ll be in the future and how they’ll impact your retirement. You’re invited to a complimentary seminar on Wednesday, April 28th at 6:00PM PDT that will provide ideas on how to help reduce the effect taxes may have on your retirement income. Register for the seminar here.
Who doesn't love a pension? If you're newly retired or you see your retirement on the horizon, let's talk about how you can secure your future with a pension-like, guaranteed income.
Tax Day has been moved to May 17. That gives you even more time to file your federal return. If you need any help, feel free to check out these online resources and let me know if you’d like to talk about ways to reduce future taxes.
They have discontinued their product riders that provide any kind of guarantee. And they have also halted their long-term care insurance line of business. Low interest rates, a depressed economy, and a global pandemic has our competition making cuts and concessions, while we're out here paying out near record dividends (1.8 billion) to our policy holders. Financial strength matters. The company you trust with your financial future matters. You matter.
There's never been a better time to make sure you've planned for any and all contingencies.
This is an incredible piece that I've been sharing with a lot of clients and related parties who are interested in looking into Long-Term Care Solutions. This article has just about EVERY statistic you can think of, which now even includes COVID related data. This is something to be informed about now more than ever.
I work with a lot of pre-retirees and newly retired peoples, who often have a lot of questions about what comes after their working years. They have to switch their focus from growth and saving to longevity and conservation; as well as taking into account all of the variables and risks to their nest egg. This is a great intro into addressing those concerns.
We have a truly incredible promotion going on through next week. New York Life is increasing its fixed interest rates for its Secure Term Choice Fixed Annuity to 2%! For reference, interest rates scale to the 10 Year Treasury Note (currently sitting at 0.87%). This applies to vehicles like bank CDs and fixed interest products offered by other financial institutions, which at this time remain largely competitive with the 0.87% rate. And with the Fed stating that they are not looking to raise rates until 2023 at the earliest, our 2% Guarantee from 3-8 years absolutely crushes! So, if you have assets sitting in the bank account, a CD, or alternative fixed interest vehicle earning a pittance of what it could be, please reach out. Let’s Talk.
So I am rolling out a new structure to my posts as a means of providing more specified content for inquiring minds! Business Mondays: Will be related to topics I've encountered recently with clients or topics that I am getting a lot of questions about, especially related to business owners ... LTC Wednesdays: In observance of Long Term Care awareness month here in November, I will be dropping info on Long Term Care ranging from funding, statistics, and more! Family Fridays: Family Fridays! I'll be posting about topics related to families such as college funding, mortgage protection, child gifting, tax diversification, etc. Here's the first Wednesday to kick it off!
Join us this weekend for a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/w/register/WN_FOfxQS6XScWJO_EY8Yf-QA
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