Tony DeLeon and Associates designs and implements a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, as well as access to third party wealth management programs. We offer a consistent process to ensure management of investment assets according to client risk tolerances and expected returns, monitoring on a continual basis, and the evolution of portfolios in conjunction with changing client objectives.
Wealth And Asset Protection
Tony DeLeon and Associates can also offer strategies to help shield your business and personal assets from liabilities or life events. In addition to death benefit protection, this can help safeguard asset transfer to children and grandchildren.
Estate And Legacy Planning
A well-organized estate conservation plan can minimize tax liability and ensure that loved ones are protected. We work with clients and professional advisors to analyze their current financial status and assess the potential impact of state and federal taxes on a client’s estate. Using the baseline, Tony DeLeon and Associates develops and suggests strategies that will meet planning goals in coordination with personal philosophies and family needs.
Business Succession
A life time of work goes into the development of a successful business, often making it a client’s most valuable asset. An estate plan should be in place to protect that asset and ensure its viability and value long into the future. Tony DeLeon and Associates can offer innovative strategies for continuation of the business that address the needs of each family member.
Life plan for your business®
AARP Program
New York Life is proud to be the preferred provider of AARP Life Insurance, Annuity and Long-Term Care Options from New York Life. Using tools and products developed with AARP members in mind, I design solutions to help meet your needs and always work within your budget.
Secure your future with life insurance
New York Life offers a wide range of life insurance products that can suit almost any need and budget. I can help find the right product for you and your family. For AARP members, New York Life offers an expanded portfolio of AARP-endorsed products with simplified or no underwriting, that includes AARP Guaranteed Acceptance Life, AARP Level Benefit Term Life, and AARP Permanent Life insurance from New York Life. Here are just a few examples of how life insurance can benefit you and your loved ones:
Income replacement
Mortgage protection
College funding
Retirement planning
Estate planning
Medical and funeral expenses
Generate more income in retirement
Planning is the key to helping secure a comfortable retirement, and protecting the assets you’ve worked so hard to build. As with life insurance, I offer a range of fixed annuity products that can help you generate retirement income. Not ready to retire? We can talk about New York Life’s deferred annuity products. Already retired? Let’s discuss immediate annuity products, which may help you start enjoying a more financially secure retirement today.
Protect your family and your legacy with long-term care planning
Many people spend their lives saving money and building assets that will help them support their lifestyle later in life. There are several options that can help protect your finances and your family—and give you added peace of mind about the future. It’s never too soon to protect what matters most. Let’s design a plan together using long-term care options!
Working with an Authorized to Offer Agent
I am committed to finding solutions with your best interest in mind. To be able to provide this quality of service, I became an Agent who is “Authorized to Offer.” This is a certification acquired by agents who have expressed a specific interest in helping AARP members.
To gain this status, I'm required to:
Be an experienced agent who wants to help people age 50+
Be in good standing with New York Life and in my community
Come highly recommended by my immediate manager
Participate in additional training on the needs of AARP members and the 50+ population
Receive periodic evaluations by both AARP and New York Life
Commit to always put AARP members’ needs first
I am proud to be an Authorized to Offer Agent and I am excited about the opportunity to help you.
To learn more about AARP, and the benefits of being a member, visit www.aarp.org.
The purpose of this material is solicitation of insurance. An insurance agent may contact you. The products offered under AARP Life Insurance, Annuity and Long-Term Care Options from New York Life include individual and group life insurance products, individual annuity products and individual long-term care insurance products. These products have exclusions or limitations. For costs and complete details of the coverage contact your agent or the insurance company.
Individual annuity products and universal life insurance products are underwritten by New York Life Insurance and Annuity Corporation (NYLIAC), Newark, DE 19713, a wholly owned subsidiary of New York Life Insurance Company (New York Life), New York, NY 10010. The policy form numbers for NYLIAC Asset Preserver, a combination universal life and long-term care insurance product, are ICC 13314-60, 314-60 or state variation 898-60 or state variation. These products are available to the public.
Individual term life and whole life insurance products and long-term care insurance products are underwritten by New York Life. The policy form numbers for Long-Term Care insurance are ICC 14-LTC6, LTC6 or state variation, ILTC-5000 or state variation. These products are available to the public.
AARP group life insurance products are available under the AARP Life Insurance Program and are underwritten by New York Life. AARP Membership is required for Program eligibility. Specific products, features and/or gifts not available in all states or countries. AARP has established the AARP Life Insurance Trust to hold group life insurance policies for the benefit of AARP members. Complete terms and conditions are set forth in the group policy issued by New York Life to the Trustee of the AARP Life Insurance Trust (Group Policy forms AA-08, AA-66, AA-67, AA-68).
