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E. Mark Lewis Financial Services Professional New York Life Insurance Company, Agent
Access to: NYLIM Retirement Services NYLEX Benefits *529 Plans and 412(e)(3) Plans
Authorized American Veterinarian Medical Assoc. Rep.
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Ultimately, my goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance Agent, and a Registered Representative of NYLIFE Securities LLC, in the Greater New York General Office, 420 Lexington Ave. 15th Fl., New York, New York, 10170), Tel #'s. 646.227.8460 [Office], 917.449.8949 / 937.393.1444 [Cellulars], 877.675.3947 [Toll-free]. emarklewis@ft.newyorklife.com. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Everton Lewis is an agent 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 CT, FL, MD, NC, NJ, NY, OH and SC. No insurance business may be conducted outside these states referenced.
Everton Lewis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, 420 Lexington Ave. 15th Fl., New York, New York 10170, Tel #' 646.227.8460. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, KY, MD, MS, NC, NJ, NY, OH, PA, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.
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Develop a Life Plan
An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.
Life Insurance Goes to College
Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.
World of Opportunity
It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.
The World Is Your Oyster
If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.
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