Business Details
Trusted Life Insurance and Financial Solutions in Fresno
Since 1845, New York Life has been dedicated to providing comprehensive financial solutions to individuals, families, and businesses. As a Fortune 100 company and one of the nation's oldest mutual life insurers, we prioritize long-term financial security through tailored insurance products, retirement planning, and estate strategies. Our agents combine personalized service with industry expertise to help clients navigate life's complexities, from protecting loved ones to preparing for retirement.We emphasize transparency, collaboration with clients' advisors, and ongoing support to ensure financial plans evolve with changing needs. Our commitment to excellence is reflected in our consistent recognition for training and development, ensuring our professionals deliver cutting-edge solutions. With a focus on trust and reliability, we aim to be a lifelong partner in managing financial futures.
Services
Life Insurance
Retirement Planning
Business Solutions
Estate Planning
Investment Services
Long-term Care Insurance
Disability Insurance
Tax Resource Planning
Financial Consultation
Advanced Planning Resources
Highlights and features
- Over 175 years of experience in financial services
- Fortune 100 company with mutual ownership structure
- Personalized strategies tailored to individual needs
- Comprehensive product suite including life insurance and annuities
- Local expertise with national resources
Associations and certifications
- FINRA
- SIPC
Services
Life Insurance
We offer customizable life insurance policies designed to protect families and preserve wealth. Our solutions include term and permanent coverage with options for cash value accumulation. Policies help address mortgage protection, college funding, and estate planning needs while providing tax-deferred growth opportunities.
Retirement Planning
Our retirement strategies focus on creating sustainable income streams through annuities and investment products. We help clients navigate tax-efficient withdrawals, Social Security optimization, and long-term care integration. The goal is to ensure financial independence while maintaining lifestyle continuity during retirement years.
Business Solutions
We provide business continuity planning, executive benefits, and employee insurance programs. Our services help owners protect against unexpected disruptions, attract talent through competitive benefits, and develop succession plans. We address both operational protection and personal financial security for business owners.
Estate Planning
Our estate planning solutions focus on wealth transfer efficiency and tax minimization. We coordinate with legal and accounting professionals to implement trusts, charitable giving strategies, and intergenerational wealth plans. The approach ensures clients' wishes are fulfilled while protecting assets for future generations.
Investment Services
We offer diversified investment options including mutual funds, retirement accounts, and college savings plans. Our strategies emphasize risk management, asset allocation, and long-term growth. We help clients build portfolios aligned with their financial goals while providing ongoing performance monitoring and adjustments.
People
Scott Herrell
Investment Professional
Scott Herrell, LUTCF, is a licensed insurance and securities professional serving Central California. With expertise in financial planning and investment products, he helps clients achieve long-term security through personalized strategies. He holds FINRA Series 6 and 63 licenses.
Questions
What types of life insurance do you offer?
We provide term life, whole life, and universal life insurance policies tailored to different protection needs and financial goals.
How can you help with retirement income planning?
Our income annuities and investment products create guaranteed income streams while offering tax-deferred growth opportunities for retirement.
Do you offer business protection solutions?
Yes, we provide business continuity planning, key person insurance, and executive benefit programs to protect commercial interests.
Can you assist with estate planning?
We coordinate with legal professionals to implement trusts, charitable giving strategies, and intergenerational wealth transfer plans.
What investment options are available?
We offer mutual funds, retirement accounts, and college savings plans through NYLIFE Securities LLC, a FINRA/SIPC member firm.
