Dale Matheney, Registered Representative, NYLIFE Securities LLC

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

I am an Agent licensed to sell insurance through New York Life Insurance Company and am licensed with various other independent unaffiliated insurance companies in the state of Virginia. No insurance business may be conducted outside of Virginia. Additionally, I am a Registered Representative and offer 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 state of Virginia. No offers may be made or accepted from any resident out the specific states referenced. I offer a variety of products that can help 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. Please contact me to help fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decision.I am an Agent licensed to sell Through New York Life Insurance Company

[06/22/19]   Have you switched jobs recently? It is a great time to review your retirement planning strategy and know your options. Together, we can come up with a solution that works for you.

[06/21/19]   "Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

What are some unexpected financial challenges you are facing as a new parent? Let me know in the comments below.

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals changed with your new job? Let me know below.

[06/07/19]   "Let go of your past, accept your present and create your future."

Dale Matheney, Registered Representative, NYLIFE Securities LLC

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what steps you have taken to protect your family's financial future in the comments below.

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what steps you have taken to protect your family's financial future in the comments below.

[05/31/19]   "The secret of getting ahead is getting started." ~Mark Twain

[05/29/19]   “Never let success get to your head and never let failure get to your heart.”

Transitioning between jobs can be a challenge—professionally, personally, and financially. Let me know what steps you have taken to make the transition easier in the comments below.

With a new child comes a lifetime of unforeseen events. If you're a new parent, let me know in the comments below some of the unexpected moments so far for you.

LGBT Market

When you see how far you've come, the road ahead can seem much easier.

newyorklife.com You’ve come a long way; we’d like to help you go even further- Tailoring solutions to meet the needs of the lesbian, gay, bisexual and transgender community

When it comes to being prepared, you need protection that fits your life. Let's talk about the security and versatility our term life offers.

Planning for the future can help you better enjoy the present. Take a look at this short video to learn about the value of NYL My Care.

Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2018 list of The Best Fund Families! MainStay also finished #2 in U.S. Equity and #3 in Tax Exempt Bond. Contact me to learn more about our award-winning fund family: http://bit.ly/2XZxwJU.

There's more to changing jobs than just a paycheck. Whether it's better benefit packages, retirement plans, or even an easier commute—what are some of the reasons that made you decide to change jobs? Let me know in the comment section.

newyorklife.com

Employee benefits from a highly rated, time-tested, client-owned company.

Maternity is the most common cause of short term disability claims among female employees. Give your soon-to-be moms and all your employees the protection they deserve.

newyorklife.com For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself on the right financial track? Let me know below.

newyorklife.com

What can an agent do for your business | New York Life Insurance

No one can predict the future, but you can be prepare for it. This Disability Awareness Month, give your employees a benefit that helps keep their finances safe no matter what surprises life has in store.

newyorklife.com For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

newyorklife.com

New York Life leads the industry in Newsweek’s America’s Best Customer Service ranking.

Whether you've been a policy owner for 20 years or 20 minutes, we think you always deserve our full attention.

newyorklife.com New York Life receives highest customer service score in life insurance category in Newsweek’s latest survey.

newyorklife.com

Life insurance for children: a great gift for grandkids.

Some of the best presents don’t fit under the tree. Get a child you love the gift of life insurance this holiday season.

newyorklife.com Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.

vimeo.com

Protecting Your Partner

How can business owners cope with the loss of a business partner?

This is "Protecting Your Partner" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.

marketwatch.com

When grandparents show their love through gifts, when does it become too much?

From MarketWatch: Does excessive gift giving from grandparents cause problems?

marketwatch.com Grandparents, self-restraint and if there’s such thing as too many toys.

newyorklife.com

Enjoying retirement.

newyorklife.com Learn how New York Life can help convert your savings into reliable income, so you can retire without the need to work for a paycheck.

newyorklife.com

Enjoying retirement.

Celebrating your retirement in the New Year? A reliable income will help you cherish all the great years to come.

newyorklife.com Learn how New York Life can help convert your savings into reliable income, so you can retire without the need to work for a paycheck.

[11/02/18]   "Go confidently in the direction of your dreams! Live the life you’ve imagined." ~Henry David Thoreau

Peace of mind in retirement means having access to extended care when you need it. Are you prepared? https://nyl.co/2wt8LeR .

When your kids’ future is in your hands, life insurance is the smart choice.

"Genius is 1% inspiration and 99% perspiration." ~Thomas Edison

newyorklife.com

Mutuality matters.

We have a common interest: Doing right by you.

newyorklife.com We’re a mutual company, which means we’re owned by our policy owners. Learn why being a mutual company has allowed us to keep our promises for over 170 years.

marketwatch.com

All Americans should know these financial lessons before leaving high school

Personal finance is important, but rarely taught in school. Here are some lessons everyone should know before they graduate.

marketwatch.com U.S. schools rarely incorporate personal finance into their curriculum.

forbes.com

Four Questions You Should Consider Before Pursuing A Master's Degree

Is a master's degree on your to-do list? Perhaps you should ask yourself these 4 questions first.

forbes.com Before you spend hours researching the best programs and schools, before you press send on your application, you need to ask yourself these four questions to make sure you’re pursuing your master’s degree for the right reasons and not for the reasons I thought I desperately needed an MBA.

lifehappens.org

5 Signs You Need to Up Your Life Insurance Coverage | Life Happens

As your life changes, your insurance needs change as well. If you've experienced any of these events, it may be time to take another look.

lifehappens.org Depending on the type of life insurance policy you have, you could be covered anywhere between one year and the rest of your life, depending on if you have term or permanent life insurance. But if you've had a policy for a while, it might no longer be enough. As your life changes, your insurance nee...

newyorklife.com

A straight-forward solution for your future.

Simple. Affordable. Valuable. A retirement planning solution designed to fit your needs. Watch this short video to learn about the value of NYL My Care.

newyorklife.com Long-term care planning can be easy and affordable. Learn more about NYL My Care.

[10/12/18]   "Nothing is impossible. The word itself says 'I'm possible!'" ~Audrey Hepburn

newyorklife.com

Start a college fund: 8 strategies.

Worried about how you'll fund college education? Here are 8 simple strategies.

newyorklife.com 8 ways to start a college fund.

newyorklife.com

You’ve come a long way; we’d like to help you go even further.

53% of people in the LGBT community have questions about finances for same-sex couples. I'm here to help answer them.

newyorklife.com Tailoring solutions to meet the needs of the lesbian, gay, bisexual and transgender community.

[10/05/18]   "You will never change your life until you change something you do daily. The secret of your success is found in your daily routine." ~Darren Hardy

newyorklife.com

Having options helps put you in control.

Having options helps put you in control. Now that’s being good at life.

newyorklife.com New York Life Asset Flex can help put you in control of your financial plan. This dual purpose solution will reimburse you for long-term care if you need it, leave a life insurance benefit to your loved ones if you don’t, or both. No matter how you use it, it’s good value! Watch this video to le...

newyorklife.com

Creating a financial strategy doesn’t have to be scary.

We can help you get started on a financial strategy together.

newyorklife.com While April is National Financial Literacy Monthy, any time's a good time to discuss managing your finances.

newyorklife.com

Compare term life and whole life.

You have insurance for your car, health, and home. What about your livelihood? This Life Insurance Awareness Month, see how we can help protect what matters most, with flexible solutions that are right for you.

newyorklife.com Both offer valuable protection, but each has different features.

newyorklife.com

Key tips for first-time life insurance buyers.

Changing seasons and nearing the end of the financial year means renewed opportunities. Let's make this fall a strong one financially, so you can carry on living life to the fullest.

newyorklife.com Looking to buy life insurance for the first time?

newyorklife.com

Custom Universal Life Guarantee

Looking for permanent protection, but not sure you can afford it? Watch how our new Custom Universal Life Guarantee policy gives you all the coverage you need at a price you can afford.

newyorklife.com If you're looking for permanent, guaranteed life insurance protection—at an affordable price—you’ve come to the right place.

[09/21/18]   "The biggest adventure you can take is to live the life of your dreams." ~Oprah Winfrey

forbes.com

New York Life Insurance Brings New Innovations To Long-Term Care Insurance Market

Planning for long-term care just got easier. Read this Forbes article to learn more about New York Life’s new long-term care insurance product.

forbes.com Long term care funding issues are shaping up to be a huge risk for retirees. Despite the need for funding options, new product developments have been almost non-existent. However, a new stand alone long-term care insurance product from New York Life Insurance is trying to reverse the trend.

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Location

Telephone

Address


4435 Waterfront Dr, Ste 400
Glen Allen, VA
23060

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 17:00
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