Brian P. Curry, Financial Services Professional with NYLIFE Securities LLC

Thank you for everyone’s support throughout 2020! I’m proud to share that I finished 3rd overall for Agent of the Year, which combines the categories of life/disability/long term care and investment business. However, I was able to lead the office in new investment business alone. In such a tough year for so many, it feels great that I was able to help people in the best way I could. I look forward to continue helping my clients grow while assisting new clients this year as well. If you know anyone that wants to know all of their retirement options, please, send them my way!

When you leave your job for any reason, your 401k stays behind. Since you no longer work there, you lose access to your retirement plan. This means, you cannot continue to fund or adjust your investments anymore but it is still exposed to the same market risk. I can help you regain access to your money. Then, we will work together on moving that money into a personal account that is based on your risk tolerance. With access to 56 different fund options (including fidelity, vanguard, and much more), we can design your portfolio together so you have much more control. If you know anyone that has changed jobs in the past few years, let them know that I am happy to help.

Friendly competition is always a great motivating factor. I’m thrilled to share that in my first opportunity in a managerial role with New York Life my team of agents lead the office and took home the gold! I’m proud of my agents and all of the people we have been able to help this year. Let’s finish out the year strong!

After the debates the other night, it’s safe to say these are unsettling times. It feels great to have my clients trust and be able to make retirement one less thing for them to worry about right now. There’s no greater compliment than a referral so I appreciate my Facebook family’s continued support. Nothing wrong with silver, but let’s aim for first place in October!

One of the worst parts of my job is when I have to let someone know their application for life insurance has been declined. Unfortunately, many people don’t think about their coverage until it’s too late. Maybe they just received bad news from the doctor, or someone close to them passed away suddenly and now they are witnessing that family struggle financially. What is your plan to protect your family if something happens to you?... It’s my job to ask you about life insurance. Please don’t make it my job to tell your family that you didn’t have any.