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Julianne Hertel - Agent, New York Life

Julianne Hertel, LUTCF

Planning for the future isn’t always easy. I am passionate about helping people reach their goals. For some, it is making sure their families are protected in case tragedy strikes. For others, it is having a happy retirement. And for others, it is ensuring that they will have enough money set aside for their children to attend college.

Every family and individual has unique goals, and I offer clients a process. This process helps them assess where they currently are, crystallize their objectives, and then step-by-step work to achieve their goals.
 
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.
 
Some of the solutions I am able to provide include:
 
Insurance Planning
  • Business and Personal Insurance
  • Life Insurance and Disability Insurance*
  • Long Term Care Insurance
 
Employee Benefits
  • Pension
  • Profit Sharing including 401(k) Plans, SIMPLE IRAs, and SEP IRAs
  • Group Life and Disability Insurance*
 
Personal and Retirement Planning
  • Mutual Funds#
  • Traditional and  Roth IRAs
  • Education Funding
  • Annuities
 
Estate and Business Planning
  • Estate Tax Management
  • Key Person Insurance
  • Buy-Sell Funding
  • Supplemental Executive Plans


I truly care about what is in the best interest of you, my client, above anything else.  I am committed to giving my clients the best possible service. Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting.

*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.                                                         
#Offered by NYLIFE Securities LLC (member FINRA/SIPC)

Julianne Hertel 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 MA, RI, NY, DE, NH and CT. No insurance business may be conducted outside these states referenced.

Julianne Hertel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MA, RI, NH, IL and CT. No offers may be made or accepted from any resident outside the specific states referenced.

Julianne Hertel is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

Securities offered by properly licensed registered representatives of NYLIFE Securities LLC (member FINRA/SIPC).
Copyright 2012. New York Life Insurance Company. All Rights Reserved.
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