At New York Life, we believe in helping people like you, families like yours, and business of all kinds. Since 1845, we've been doing just that - making sure our customers are prepared for whatever life has in store and doing everything we can to help them face tomorrow with confidence.
Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.
Learn moreBelow are brief summaries of some of the topics that may arise as we explore your long- and short-term financial goals. The information will give you something to consider as you prepare for our initial review.
Learn moreIf you are a business owner, you have the added responsibility of your business to worry about on top of your family. The following information can help you start thinking about possible solutions to your needs and help you prepare to consult with me.
Learn moreConsulting As an Agent of New York LIfe, on your behalf I can consult with the Advanced Planning Group--a premier planning team within the company possessing expertise in law, accounting, financial planning and insurance.
Learn moreOne of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be.
Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished.
Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.
Registered Representative for NYLIFE Securities LLC (Member of FINRA & SIPC) A Licensed Insurance Agency
188 W. Northern Lights Blvd. Anchorage, AK 99518
Office:907 279 6471
Cell:907 726 7092
Fax: 907 257 5209
Email: jedennis@ft.newyorklife.com
Helping You Achieve Your Financial Goals
Jason Denis 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 AK and WA. No insurance business may be conducted outside the specific states referenced.
*Jason Denis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AK and WA. No offers may be made or accepted from any resident outside the specific states referenced.
**Jason Denis is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AK and WA. As such, these services are strictly intended for individuals residing in AK and WA.
Vision Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.