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Name:

Robert, 67

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Career:

Retired Teacher

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Income:

$70,000 (Pension + Social Security)

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Situation: 

Living on fixed income 

Wants to preserve savings 

Concerned about healthcare costs

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What they need: 

Income distribution strategy 

Healthcare/long-term care planning 

Legacy planning

LET'S CONNECT

Main: (914) 253-7253 | Fax: (914) 253-7016 | sicrabbe@ft.newyorklife.com
44 South Broadway, Suite 1801, White Plains, NY 10601
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Disclosure

Steven Crabbe is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4279189), CO, CT, DC, FL, GA, MA, MD, MO, NC, NJ, NY, PA, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Steven Crabbe is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 44 S Broadway Ste 1801, White Plains, NY, 10601, 914-253-7253. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, MA, MD, MO, NC, NJ, NY, PA, RI, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Steven Crabbe is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, FL, GA, MA, MD, MO, NC, NJ, NY, PA, RI, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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