Linda Poole is your Financial Services Professional at New York Life.
Linda aspires to utilize her financial expertise to help others achieve their health protection, retirement and wealth goals. Her process is to learn about her client’s individual needs so that they can be fulfilled in the most effective and efficient manner. She will work hard to connect with you and earn your business. Contact her today and get started planning your future!
Why New York Life
Let’s talk: That’s how it all begins—with a simple conversation. Let’s get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.
Be open and honest: We’ll try our best to anticipate your needs, but will never assume anything. That’s why it’s so important to be as candid as possible when discussing your goals.
Ask lots of questions: Go ahead, we don’t mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make.
You make the decisions: While this is very much a team approach, there’s never any doubt who’s in charge. We’ll analyze your needs, review your coverage, and supply all the information—but every decision is completely up to you.
Life Insurance: Life insurance is an effective way to help protect your family’s lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans and withdrawals can be used to help you supplement your retirement income. This cash value can also be accessed and used for other major life events and can play an important part in estate, business succession, or charitable giving plans.
Long-Term Care Insurance: Going through life may require a little help along the way. So if you’re planning ahead, long-term care insurance may help protect you or a family member’s future plans and help preserve the assets you’ve worked so hard to build.
Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity1 that pays income right away, or a tax-deferred fixed annuity1 that allows you to set aside money until you need it. Either way, you will be assured a steady, dependable source of income for life.
Investments# – We offer comprehensive products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.
Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products.2 If we don’t offer it, chances are we can assist you.
4435 Waterfront Drive
Glen Allen, VA 23060