David Burt Jr. Financial Services Professional with NYLife Securities LLC

David Burt Jr.  Financial Services Professional with NYLife Securities LLC

Financial Services Professional offering securities products and services through NYLIFE Securities LLC. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Operating as usual

New Baby | :15 Commercial | New York Life Insurance 04/05/2022

New Baby | :15 Commercial | New York Life Insurance

You want to give them the best future possible. I can help them start with a secure one. Let's talk about how you can protect your family's financial future. Give me a call so we can have a conversation..

https://www.youtube.com/watch?v=ZsP76JnerKE

New Baby | :15 Commercial | New York Life Insurance You want to give them the best future possible. We'll help them start with a secure one. Speak with an agent and find out how you can protect your family's f...

04/05/2022

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today! #planning #savings

03/02/2022

As an Advisor, I want to hear about your dreams and goals so that I can help you build a plan to achieve them. Let's talk about what matters to you. Give me a Call:
#LoveTakesAction #GoodAtLife

Supplementing your saving for college with a Whole Life Insurance policy | New York Life 02/08/2022

Supplementing your saving for college with a Whole Life Insurance policy | New York Life

Saving for college can be hard, but there are supplemental strategies you can use to help you get there. Let's talk about how I can help you meet your college savings goals during #FinancialAidAwarenessMonth.

Supplementing your saving for college with a Whole Life Insurance policy | New York Life Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

01/27/2022

Hello ! I hope all is well, 2021 was a year unlike any other. Everyone has adapted the way we work, travel and interact with one another. While lives have been disrupted, financial goals don’t have to be.
The new year is a time for resolutions and new beginnings. With 2022 here, now is the perfect time to take a moment to review your finances and make sure you’re doing everything you can to protect your family and reach your goals. Let’s setup time to have a conversation virtually using Zoom so I can share some ideas and opportunities with you, Message or Call me:
#financialresolutions #goalsetting2022 #planningforsuccess

Give the child you love a gift to last a lifetime. 12/23/2021

Give the child you love a gift to last a lifetime.

If you could give a special child in your life a gift this Holiday season, what would it be?

Beyond food and shelter, there’s a lot you want to provide for your child, including education and other opportunities to put him or her on the road to lifelong success. Making prudent investments now can help ensure financial resources are there when needed.
https://lnkd.in/gaUvk7jk
Call or send me a reply and let’s see if we can find a convenient time to get 15 minutes together, so I can share this unique idea with you..
#planningforsuccess #financialfuture

Give the child you love a gift to last a lifetime. From birthdays to holidays and everything in between: give the children you love more than toys- give them a head start on a lifetime of financial security.

12/09/2021

players.brightcove.net

What if it were possible to give a child you love a gift that will let you share in the special moments throughout their lives? To have your feelings immortalized in a gift that will grow as they grow? To give them a head start on financial security for their future? Why wait—the holidays will be here before we know it, now is a great time to explore this idea further. Watch this quick video to learn more about the gift https://www.newyorklife.com/ecards/childgifting Please give me a call or email and I will be happy to answer any questions you may have about this planning strategy.

players.brightcove.net

College Board - SAT, AP, and College Planning Tools 12/08/2021

College Board - SAT, AP, and College Planning Tools

Hello All,
Very interesting and important information here. I can help answer your questions and put a plan in place!

A child born in 2021 that begins Kindergarten in the fall of 2026 would attend college between the years of 2039 and 2043. If that child attended an average public in-state 4-year college and if the annual price increases for public colleges that have occurred over the last 30 years (+4.9% per year) continued into the future, the aggregate 4-year cost of the child's college education (including tuition, fees, room and board) would be $229,635 or $57,409 per year(source: College Board) https://www.collegeboard.org/

If this frightens you, as it should, I can help you start saving now...please DM or Call me .

#planningforsuccess #childgifting

College Board - SAT, AP, and College Planning Tools College Board is a mission-driven organization representing over 6,000 of the world’s leading colleges, schools, and other educational organizations.

10/28/2021

Please Join us :
The Boston G.O. will host our Long Term Care planning Workshop on Wednesday November 10th at 6:30PM.

The right long-term care plan can help safeguard your family, your savings, your retirement–and your
peace of mind. During this session we will explain in plain, easy-to-understand language the latest information about long-term care, including:
• What’s covered and not covered by government programs
• How much long-term care services currently cost in your local area
• Where long-term care is being delivered (it’s probably not where you think), and much more!

Please RSVP using Link below:
https://bit.ly/nyllongtermcare

If you have any questions Call Me

08/05/2020

Have you done a review of your plan? A lot has changed! Let me know what questions you have

#WednesdayWisdom: Starting a new job or changing careers is one of those important times where you need to review your life insurance options. 💼 #LIAM20

A Promise Kept 02/11/2020

A Promise Kept

Life’s milestone moments usually require a promise—to love, cherish, guard and protect.
And an important part of keeping those promises is making sure your loved ones would be OK financially if something were to happen to you. That’s why there’s life insurance.
Keep your promise, and insure your love! Let me help you build your plan…
https://youtu.be/mZUtNH2cPl0
#insureyourlove #apromisekept #BridgewaterNYL

A Promise Kept Life insurance is for the ones you promise to protect. Learn more at lifehappens.org. #APromiseKept

Love Takes Action | :60 Commercial | New York Life Insurance 02/03/2020

Love Takes Action | :60 Commercial | New York Life Insurance

What did you think of our SUPER BOWL Ad ?For 175 years, New York Life has been helping people put their love into action. This year, we made a film to celebrate this legacy. #LoveTakesAction #GoodAtLife
https://youtu.be/dogt9oJXj1w

Love Takes Action | :60 Commercial | New York Life Insurance The Ancient Greeks had four words for love. The most admirable is called agápē. Love as an action. For 175 years, we’ve been helping people act on their love...

12/10/2019

Hello All,
If you could give a special child in your life a gift this Holiday season, what would it be? How about the gift of protection, accumulation (Long term savings), and financial security? It’s possible. In fact, it may be easier than you think. Please give me a call and I will be happy to answer any questions you may have about this unique planning opportunity.

Timeline photos 08/25/2016

Is your business protected? I can help make it easy and affordable.

Learn what life insurance policies and real estate have in common 08/25/2016

Learn what life insurance policies and real estate have in common

When it comes to life insurance, is it better to buy or rent?

Learn what life insurance policies and real estate have in common Like many renters, you may be wondering: How can I buy? The answer’s simple: Term conversion.

Video: Upgrading your term insurance 08/13/2016

Video: Upgrading your term insurance

Premiums that are guaranteed to never increase—just one of the benefits of converting to Whole Life.

Video: Upgrading your term insurance Already have a term policy with New York Life? There’s good news.

Timeline photos 08/12/2016

Let me help you protect the important people in your life.

Take advantage of the Term Conversion privilege 08/02/2016

Take advantage of the Term Conversion privilege

Brick by brick—It’s how you build your financial house. Converting to a permanent policy is how you can strengthen it.

Take advantage of the Term Conversion privilege Is it time to upgrade your term policy?

Timeline photos 07/31/2016

Let me help you protect the important people in your life.

Help me stay up-to-date with your Facebook activity 07/24/2016

Help me stay up-to-date with your Facebook activity

Understanding what’s happening in your life is important to me. To remain top-of-mind, I use an app called Hearsay that makes it easier for me to keep-in-touch with you. Please click the link in this post to connect with me on the app—it takes just a few seconds. Thanks!

Help me stay up-to-date with your Facebook activity Click this link to download the free Social Updates app to help me stay in touch with you.

Is it time to upgrade your term policy? 07/22/2016

Is it time to upgrade your term policy?

When you bought your term policy, it hit the right note. But are you still marching to the same beat? Now may be a good time to upgrade to permanent insurance.

Is it time to upgrade your term policy? Take advantage of the Term Conversion privilege

Timeline photos 07/22/2016

Do you have the life insurance coverage your family needs?

Help me stay up-to-date with your Facebook activity 07/22/2016

Help me stay up-to-date with your Facebook activity

Changes in your life matter to me. A life-event app called Hearsay gives us a chance to stay connected. To make that possible, please click the link in this post. Thanks!

Help me stay up-to-date with your Facebook activity Click this link to download the free Social Updates app to help me stay in touch with you.

Keeping your family in business for generations to come. 07/22/2016

Keeping your family in business for generations to come.

You can plan for the future of your business in 3 easy steps. Here's how.

Keeping your family in business for generations to come. Considerations when planning to pass down your business to family.

What are my 401(k) options? 07/22/2016

What are my 401(k) options?

When it comes to your 401(k), it pays to know your options:

What are my 401(k) options? Summary of taxable and nontaxable consequences of taking 401(k) distributions.

For new single majority, life insurance can be a good partner. 07/22/2016

For new single majority, life insurance can be a good partner.

Why life insurance makes a great partner for the new single majority.

For new single majority, life insurance can be a good partner. Single Americans make up more than half of adult population in US and life insurance can help create a financial foundation.

What to Do With Your 401(k) When You Change Jobs 07/21/2016

What to Do With Your 401(k) When You Change Jobs

To rollover or not rollover—that is the question: If you have a 401(k) and are thinking about switching jobs, this article explains your 4 main options.

What to Do With Your 401(k) When You Change Jobs What happens to the money in your company retirement account when you leave your job? Does it have to stay there? Do you lose any of it? Can you take the...

MainStay Market Pulse ( July 2016 ) 07/21/2016

MainStay Market Pulse ( July 2016 )

The Brexit had an immediate impact on the markets, however, they seem to be stabilizing. Will this stability continue to ensue, or are we looking at more economic uncertainty as the UK untangles itself from the EU?

MainStay Market Pulse ( July 2016 ) MainStay Investments is a service mark and name under which New York Life Investment Management LLC does business. MainStay Investments, an indirect subsidiary of New York Life, provides investment advisory products and services.

Why It Pays to Picture Your Retirement 07/21/2016

Why It Pays to Picture Your Retirement

You might just need a retirement rehearsal.

Why It Pays to Picture Your Retirement Get a better picture with a dress rehearsal.

Built for all times. 07/21/2016

Built for all times.

In a volatile economy, the mutual advantage could help you find peace of mind.

Built for all times. New York Life stands safe and secure even today, thanks to our financial strength, mutual structure. social and financial imperative of life insurance, and our...

Help me stay up-to-date with your Facebook activity 07/21/2016

Help me stay up-to-date with your Facebook activity

Understanding what’s happening in your life is important to me. To remain top-of-mind, I use an app called Hearsay that makes it easier for me to keep-in-touch with you. Please click the link in this post to connect with me on the app—it takes just a few seconds. Thanks!

Help me stay up-to-date with your Facebook activity Click this link to help me stay in touch with you.

What are the advantages of a 529 college savings plan? 07/21/2016

What are the advantages of a 529 college savings plan?

How could a 529 Plan help your kids reach their goals?

What are the advantages of a 529 college savings plan? Tax-deferral can have a dramatic affect on the growth of an investment. With a state-sponsored 529 College Savings Plan your contributions can grow tax...

Photos from David Burt Jr.  Financial Services Professional with NYLife Securities LLC's post 06/25/2016

Couto Construction & New York Life supporting the Martins and Oliveira Golf Tournament.. Great Time , Great People Best of all #Great Cause!!

The Difficult, Delicate Untangling of Our Parents’ Financial Lives 05/17/2016

The Difficult, Delicate Untangling of Our Parents’ Financial Lives

Handling your elderly parents finances: 6 tips to make it a little easier.

The Difficult, Delicate Untangling of Our Parents’ Financial Lives You might need a WSJ online subscription to view the whole article.

Address


2 Lakeshore Ctr, Ste 202
Bridgewater, MA
02324

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