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Offering securities products and services through NYLIFE Securities LLC These testimonials are no guarantee of future performance or success.
400 E.
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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither Advantaged Assets nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Advantaged Assets is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Kaliste Saloom Ste. 5100, Lafayette LA 70508
337-261-9863
AR License #4694141
CA License #0H54211
09/29/2026
Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.
Book an annual protection review.
Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.
We cannot control every event, but we can take steps to protect the people who rely on us. Mindi Johnson’s story is a powerful reminder that life insurance can help a family face the unexpected with greater financial stability.
Take the first step: review your current coverage.
09/22/2026
You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity for the people you care about—so housing, education, everyday expenses, and future goals do not have to change all at once.
Identify the expenses you would want protected first.
09/18/2026
Most people hope they will never need life insurance. But when the unexpected happens, it can become the safety net that helps a family keep its footing. Racquel Pleasants describes the relief of knowing that protection was there when her family needed it.
Do not wait for a crisis to find out whether your safety net is strong enough.
09/17/2026
Life insurance is not an isolated decision. It can be a foundational part of a financial strategy—helping protect the people, income and long-term goals that everything else depends on. A financial professional can help connect coverage decisions to the rest of your strategy.
Build protection into the foundation of your financial strategy.
09/15/2026
Life insurance coverage can help protect the people and plans that matter most—giving families greater confidence to keep moving forward. The right strategy can support more than a future benefit; it can help create financial freedom and flexibility along the way.
Ask which type of coverage may fit your goals and budget.
Life insurance can create breathing room when a family is facing the unimaginable. For Racquel Pleasants, it provided a financial security blanket that helped her focus on her children and continue the life she and her husband had dreamed of.
Consider what financial flexibility would mean for your family.
09/08/2026
Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.
Review the obligations your family would need help covering.
09/07/2026
This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
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400 East Kaliste Saloom R, Suite 5100
Lafayette, LA
70508
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