Being a New York Life client means that you get the benefit of working with our agents, who will partner with you for life. Our clients are also backed by a company with a long history and notable financial strength—that’s the type of security and track record you can rely on.
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FIND A NEW YORK LIFE AGENT The right guidance starts with the right partner
With more than 12,000 agents and advisors across the U.S., you’ll find a partner who understands you. Backed by 180 years of experience, we’ll help you build your financial strategy that adapts and evolves as your life does.
Let’s dream bigger, together
Where others see the pieces, we see the full picture. We call it Protection-Powered Growth™: bringing insurance and investments together in one strategy—starting with your goals and dreams—to protect what you love while building the future you imagine.
Set the foundation
A strong plan starts with a solid foundation. From protection to emergency savings, your agent helps ensure life’s surprises don’t throw you off course
Grow with purpose
With a secure foundation, you can grow with intention, making smart use of your money so it supports the goals and dreams you care about most
Adapt as life changes
Because life doesn’t come with a playbook, your agent is here to help you adjust your plan along the way and keep you on track as your needs evolve
What to expect when you work with one of our agents
Our process is designed to be simple and straightforward. We’ll provide guidance at every step so that you feel confident in every financial decision you make.
1 - Connect with someone near you, no strings attached
After you find your match, your agent will get to know you, in person or virtually (your choice). No pressure—just a conversation to help us understand your financial situation, needs, and goals.
2 - Discuss your questions, even if you’re not sure what to ask
We expect you to have questions, and we’re ready to answer them. Your agent can even help you to discover additional questions to consider before taking the next step.
3 - Go over the details, in plain language
We’ll never pressure you to buy anything, but we will talk through the fine print of anything you’re considering (without confusing jargon) to ensure you understand what to expect.
4 - Develop your personalized strategy
We use the latest technology and market data to give you the best possible experience. We deliver modern solutions that can help you protect both your family and your financial future. And then we’ll touch base once in a while to ensure you’re getting the most out of your solutions.
Common questions about working with a New York Life agent
New York Life is a mutual company. We answer to policy owners—not to Wall Street. That means that your interests and our interests are aligned.
We believe in the value of human guidance. Life insurance, retirement, and financial products can be complex. Our agents are highly trained and have access to the latest tools and resources to guide you throughout your life as your needs change. They will work directly with you to simplify matters and help you achieve your short- and long-term goals.
Getting started doesn’t cost anything. Just connect with one of our agents to discuss your needs. Together, you can clarify your financial position, goals, and aspirations and co-create a plan to ensure you’re prepared for whatever life may bring. Our financial professionals can give you a good sense of how much various solutions cost, so you can make the best decisions for you.
It can help to think about your long- and short-term goals, any major financial needs on the horizon, and the possible ways that your life could change in the next 5 to 10 years. From there, you and your agent can start to discuss all of your possibilities.
You can also request that an agent reach out to you
Tell us how we can help, and a New York Life professional will contact you