Orlando Orengo, Licensed Agent with New York Life

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

2022 will mark the 168th consecutive year we’ve issued dividends to eligible participating policy owners. Give me a call today to start planning for tomorrow and take part in any future dividend. #GoodAtLife

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you've purchased your new home, what comes next? Let me know your plans below.

A sense of family, security, accomplishmentwhat does your new home mean to you? Let me know below.

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you've purchased your new home, what comes next? Let me know your plans below.

A sense of family, security, accomplishmentwhat does your new home mean to you? Let me know below.

Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.

I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

Looking for a great way to help protect your mortgage? DM me and I'll explain how you can use life insurance to help alleviate the risk of your family being left with an unmanageable financial burden.

This year may feel different than most, but protecting your loved ones and obtaining financial security is a lifelong need. DM me to learn how we can work together to help you reach your goals, no matter whator whenthey may be.