PAUL WINTER FINANCIAL STRATEGIES

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. http://bit.ly/3I1dJFw

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology http://bit.ly/3Ga4LVZ

Summer is the perfect time to teach kids about budgeting and saving. Start small—big lessons grow from simple conversations. If you need any guidance of your own, don't be afraid to raise your hand. I'm here to help.

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Term Life Insurance | Convertible Term Life Policies | New York Life Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Contact me to learn how a portfolio approach may be less expensive than a single life insurance policy and still provide the protection your family needs.

Term Life Insurance | Convertible Term Life Policies | New York Life Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join Ed Slott on March 18 at 6 PM CST for his latest consumer seminar to hear about planning strategies that you can leverage to help protect your retirement funds from taxes. Don’t miss this chance to secure your financial future!
Register now at: https://bit.ly/3FzriuC

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may cost less than a single policy. https://bcove.video/2GUz2cs