Metz Insurance & Financial

Please join us on November 4 at 6 p.m. or 9 p.m. EDT to hear from New York Life Corporate Vice President Greg Holmgren, who will discuss important ways to plan for retirement, in a virtual seminar titled: Strengthen Your Retirement. Register today and use registration code 153057! For 6PM click https://nylife.zoom.us/webinar/register/WN_44-wS4OnQ26ogx3BtysotQ, for 9PM click https://nylife.zoom.us/webinar/register/WN_L929AyWFS-y6giu5hKnPEg

We’re excited to announce that our “The Power of Knowing” virtual seminar featuring Ed Slott, CPA, is now available for replay on demand until October 23, 2020. Join us to hear Ed share timely advice on cutting taxes now and how to lessen (or eliminate) two biggest barriers to your retirement dreams: Debt and Risk. To learn more about our featured speaker Ed Slott, click here.
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6188856133001

To watch his seminar, please click here. https://event.on24.com/wcc/r/2597628/1EDE13E1D685A977714C6EB5CB31168D?partnerref=0153057

We’re excited to offer the next webinar in our educational speaker series, “The Power of Knowing”. Join us on September 23, 2020 at 4PM EDT to hear our featured speaker Ed Slott, CPA, share timely advice on cutting taxes both now and throughout your lifetime, as well as eliminating barriers to reaching your retirement dreams. To learn more about featured speaker Ed Slott, watch our video here. https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6185152131001

Space is limited so register today! https://event.on24.com/wcc/r/2597628/1EDE13E1D685A977714C6EB5CB31168D?partnerref=0153057

In honor of 2020 Life Insurance Awareness Month I want to share this video.
This year's theme is "Reality Check: The time for life insurance is now."

https://bcove.video/3hoYCTy

Corey Metz and Bob Keebler, CPA extraordinaire
Income Tax Forum January 24, 2019

Celebrating your retirement in the New Year? A reliable income will help you cherish all the great years to come.

Enjoying retirement. Learn how New York Life can help convert your savings into reliable income, so you can retire without the need to work for a paycheck.

We just lowered the rates on our most popular whole life policy. If you ever wanted lifetime coverage, now’s the time to talk.

Custom Whole Life: One policy, many paths. Our one-of-a-kind custom whole life policy is unique to New York Life. It’s a permanent policy with a payment plan tailored to your needs.

New Year, new priorities: Let’s set up a time to meet & review what’s ahead.

Every success story starts with a plan. Our tools and resources can help you form solid strategies that will make the most of your earnings.

Your life insurance policy evolves with you … right through retirement.

3 Ways Life Insurance Can Help Maximize Your Retirement | Life Happens If you’re one of the millions of Americans who owns a permanent life insurance policy (or are thinking about getting one!) you’ve probably done it primarily to protect your loved ones. But over time, many of your financial obligations may have ended. That’s when your policy can take on a new l...

Let’s explore the many advantages of life insurance.

Using Tax Advantages of Life Insurance in Your Financial Plan - NerdWallet By Brad Cummins Learn more about Brad on NerdWallet’s Ask An Advisor While most people may look at life insurance proceeds simply as a way to pay off debt or…

Let's explore the value of a tax-deferred savings strategy.

Taxable vs. tax-advantaged savings? Tax-Deferred assets grow untaxed until they are withdrawn and increase more rapidly than currently taxable assets with the same rate of return. This calculator...

Having life insurance is smart. Taking advantage of the flexible protection it provides is even smarter.

Managing the cost of chronic illness with the Chronic Care Rider. By adding the Chronic Care Rider to your whole life policy, you could protect yourself against the cost of a chronic illness.