Tailoring solutions to meet the needs of the lesbian, gay, bisexual and transgender community
You’ve come a long way; we’d like to help you go even further.
Getting married, sending a child off to college, achieving financial independence, becoming an entrepreneur, helping your community thrive, leaving a legacy for future generations—these are only a few of the many dreams we aspire to.
Whether your dreams are simple or ambitious, at New York Life we understand that everyone has them. We also understand that lesbian, gay, bisexual and transgender (LGBT) individuals and families face distinct challenges when it comes to achieving their financial dreams.
Because your financial goals are as unique as you are—whether you want to include your partner on your life insurance policy, save for your child’s education, pay off a mortgage, prepare for retirement or protect and pass on your wealth—we provide customized solutions to meet your needs and help you turn your dreams into reality.
We are guided by our core values of financial strength, integrity, and humanity. These values are at the heart of what drives us in everything we do and our long-standing and deep-rooted ties to the LGBT community.
Our commitment to you
New York Life is proud to be a leader in supporting the LGBT community. Workplace practices and initiatives as well as through partnerships with groups that serve the LGBT community and raise awareness of LGBT issues.Learn more »
Planning and products
Creating a safety net and estate planning
Is your family protected in the event of your death? With life insurance and the flexibility many policies feature, you can create a safety net that helps provide financial protection for you and your loved ones.
As important as life insurance is, having an estate plan is just as critical, especially for same-sex couples. Throughout most of the country, gay or lesbian marriages are not recognized legally. If either partner passes away, assets may not automatically transfer to the surviving partner. By taking the proper steps now, you can ensure assets are distributed according to your wishes.
- Buying life insurance for the first time? Three tips from the pros
- Partners in life and in business: The pros and cons
- One smart move: Life Insurance in your portfolio
- “Why I purchased life insurance at 23”
- Can life insurance help your creditworthiness? You better believe it
- Life insurance for the single adult
- What if your business partner died tonight?
- Four ways that life insurance protects the people you love
- Life insurance can help when you need education loans
- Life insurance for young professionals
- Every business needs an insurance plan
- How to get your money's worth from your insurance professional
- Protect your partner with life insurance
- Estate planning for same-sex couples
Equally important are retirement planning concepts. Some apply to everyone who is planning to retire: how to save enough money, have a plan to make sure it lasts long enough, and pass retirement benefits to a partner. A New York Life agent can help.
- Retirement planning tips for LGBT couples
- Retirement rules of the road
- Coming late to the game: Easy retirement steps for late planners
- Understanding required minimum distributions
- Redefining retirement: A little of this and a little of that
- 5 retirement income planning tips
- A Primer: The ABCs of LGBT retirement
We can help you with more than just life insurance. Mutual Funds can be a part of any solid financial strategy. We are pleased to offer a wide variety of mutual funds that should appeal to most investors.Learn more »
Planning for extended periods of care
An unforeseen need for care for extended periods of time can affect your family, your finances, and your future. Including a product in your financial strategy that addresses this need may help you realize your goals, while helping minimize the impact an unexpected care situation may have on you and your loved ones. The need for planning may be especially important for lesbian, gay, bisexual and transgender (LGBT) individuals who may have more limited access to spousal benefits and may face more stringent Medicaid eligibility requirements. Let us help you learn more about planning for extended periods of care for the LGBT Community.
Join our team
When you begin a career as a New York Life agent or manager, you won’t be alone.
No matter what office you’re in, you’ll find a welcoming, professional environment, with a training staff with only one goal: to help you succeed. As a New York Life agent, you can help members of the LGBT community create financial security with customized solutions that meet their individual needs.Learn more »