referral brochure

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Referral brochure for New York Life client

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  • Peace of mind is a good thing.

    When it comes to insurance protection, everyones needs are different. Yet no matter where you are in life, you need an affordable way to protect your financial security.

  • As a small business owner, you should should protect the financial

    future of your company as well as your

    heirs. Many small business owners have

    their entire life savings invested in their

    company. Their passing would essentially

    bankrupt both their families and their

    business. In this case, everything they've

    worked for could be lost if they don't

    adequately protect their company with a

    good insurance policy.

    Business oriented life insurance can be

    designed with multiple goals based on

    the size of the company, the person to be

    insured, and the needs of those left behind

    should a business owner die suddenly. The

    business owner is an irreplaceable person,

    so when he or she dies, the company itself

    can fall apart, leaving the employees and

    heirs to lose all of their assets. But with

    life insurance specifically designed for

    business owners, the company can be

    properly disbanded, sold, or funds can be

    used to open a new one.

    All business professionals know how important it is to preserve

    your wealth, whether you plan to leave

    it to family members, to charity, or to

    other beneficiaries. And life insurance

    is a trustwothy, cost-effective way to

    achieve that goal.

    Life insurance can offer you protection

    for your wealth and assets, once you are

    no longer able to offer that protection

    yourself. Be it your childrens college

    education, your spouses ability to

    manage your estate or retaining stock

    values for your investments, dont let

    your absence unravel everything for

    which you have worked so hard.

  • With so many things to consider before & after retirement, it can be hard to know where to begin. Many questions arise for people coming

    to the end of their working life. After years in the workforce, it is natural

    for people entering retirement to begin making changes to ensure financial

    security now that income will be fixed. Expenses which were once considered

    necessary may now be uncalled for, like a second car. Narrowing down the list

    of bills requires tough decisions, especially when it comes

    to life insurance.

    Perhaps youd like to provide for your family

    beyond any inheritance they might have or

    avoid estate taxes. Maybe you have a

    charitable cause youd like to

    leave a sizable to nation to.

    Either way, a life insurance

    policy is a great way to

    contribute to the future of

    others as part of your legacy.

    You are so important to your children, to your spouse, to a business you own or one where you are partner. You have worked hard to build a strong and

    successful future - all part of the legacy youre building for them every day. Providing

    financial protection in the form of funds to replace your income, safeguard the family

    business or to provide educational funds for your children in the event of your death

    should be part of that legacy.

    What you need is friendly, personal advise from someone you can trust. I take pride in

    helping people protect and realize their dreams.

  • The first step to learning about life insurance, is understanding its necessity and importance. Life insurance is essential for a number of different reasons. It is a financial instrument that allows you to protect your family and loved ones when youre gone. Also a tool to finance your objectives from education to retirement while you are alive.

    Take a moment to talk to your loved ones and then to me about your life insurance needs. I can ensure you have the coverage you need and the protection your family or business deserves.

    Shirley Sheffield Registered Agent and Financial

    Services Specialist

    New York Life Insurance6200 Bridgepoint Parkway

    Suite 300Austin, TX 78730

    C 512.629.5473F 512.329.4258B 512.610.3170

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