Life Insurance

Family in a field

Life Insurance is an effective way to help protect your family's lifestyle and future. Your beneficiaries can use the money for whatever purpose they choose.

As well, the cash value in a Whole Life Insurance policy can be accessed via policy loans* to help you supplement your retirement income when your protection needs decrease. This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.

Contact us today to get started on preparing and protecting your legacy.

Notes:

*Loans against your policy accrue interest and decrease the death benefit and available cash surrender value by the amount of the outstanding loan and interest. Accessing cash value will reduce the available cash surrender value and death benefit.

Disclosure

Brian Casey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M07705), FL, IL, MA, NJ, NY, OH, PA, and TX. No insurance business may be conducted outside the states referenced.

Brian Casey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14 Lafayette Sq Ste 2200, Buffalo, NY, 14203, 716-382-7009. In this regard, this communication is strictly intended for individuals residing in the states of CA, MA, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

PARAMOUNT LEGACY GROUP LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither PARAMOUNT LEGACY GROUP LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​