Heather Romero - New York Life Agent

Heather Romero - New York Life Agent Please contact me to help you fully analyze your
needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a
number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs
for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please
cons

ult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the
experience of other customers. These testimonials are no guarantee of future performance or success. Office Address: 100 Sabal Palms Row Youngsville, LA 70592

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current str...
09/01/2026

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current strategy and make sure you are prepared for the future.

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.More than ...
08/30/2026

Health risks don’t stop at retirement, and planning for them is an important part of preparing for the future.

More than three-quarters of adults live with at least one chronic condition, and the costs associated with care can add up over time, impacting savings and retirement goals.

Let’s talk about how planning ahead for healthcare and long-term needs can help you feel more confident about the road ahead.

Source: LIMRA (2026), The Growing Influence of Health Risks on Retirement Security

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a ...
08/28/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/24/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Today we honor the wisdom and contributions of our senior citizens. If you're thinking about how to feel more secure in ...
08/21/2026

Today we honor the wisdom and contributions of our senior citizens. If you're thinking about how to feel more secure in retirement, let’s talk about building a financial strategy that supports your goals and peace of mind.

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
08/19/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/18/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/3Slw7OX

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Unsure about the right time to invest?Flying high or dipping low, timing the market is never easy. A dollar cost averagi...
08/14/2026

Unsure about the right time to invest?

Flying high or dipping low, timing the market is never easy. A dollar cost averaging (DCA) account, available within a variable annuity, removes the guesswork by investing in equities at regular intervals rather than all at once.

See our Dollar Cost Averaging Advantage (DCAA) Account interest rate, available for a limited time. https://bit.ly/3TdQH3C

A program of regular investing does not ensure a profit or eliminate the risks on investing. Variable annuities are offered only by prospectus. Please read the prospectus carefully before investing.

Address

100 Sabal Palms Row
Youngsville, LA
70592

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 3pm
Friday 8:30am - 3pm

Telephone

+13375175825

Website

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