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 One-on-one guidance customized to your needs and goals
There are more than 12,000 New York Life agents serving communities across the U.S., so you can find the right one for you. All of our agents are highly trained to help customers clarify their needs, navigate their options, and customize their own solutions
The benefits of working with a New York Life professional
We’re here to answer your questions, help you make decisions, and make sure you get the most out of any policy you choose. Our goal is to help you achieve your goals.
Make the right decision for you
We’re ready to guide you through making your own financial decisions with confidence and create a long-term strategy based on your unique needs
Get the most for your money
We help you make the best use of every dollar you put into the solutions you choose, so you can protect what you have while also growing your wealth
Choose only what you need
Together, we’ll build policies that are the right size for you, flexible enough to customize to current and future needs, and able to help you plan for the unexpected
Get lifelong support and guidance
We’re dedicated to being there whenever and wherever you need us, a commitment born of 175+ years’ experience navigating financial ups and downs with customers
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