Bryan Perretta, Financial Services Professional with NYLIFE Securities, LLC

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!

New York Life has paid dividends every year since 1854, and just like you, we'll still be going strong in the future. Learn how you can use dividends to boost your financial strength now, later, and in retirement.

Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.

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!

Great meeting last week and also great catching up with some of my coworkers.