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

www.newyorklife.com

There's a lot to learn about financial literacy, so let's start off easy with Life Insurance 101. If you prefer a more guided approach, you can always contact me for one-on-one instruction.

newyorklife.com

[03/31/20]   We share your concerns about the coronavirus, and we’re here to help answer questions, give guidance, and provide peace of mind—just like always.

[02/28/20]   "There will always be a reason why you meet people. Either you need them to change your life or you’re the one that will change theirs."

newyorklife.com

Retirement Planning - Help Your Savings Last | New York Life

Caring for both your children and your parents can be a handful, but life insurance can help you handle both. Find out which insurance is right for your needs:

newyorklife.com Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

newyorklife.com

Portfolio to help employers | New York Life Insurance Company

Living with a disability can be difficult, but you don't have to do it alone. Let's talk about how Employee's Whole Life Insurance can benefit everyone at your place of business.

newyorklife.com New York Life Employees Whole Life Insurance product now offers a Chronic Care Rider.

"People do not decide their futures, they decide their habits and their habits decide their futures." ~F. M. Alexander

Still a little fuzzy when it comes to preparing for retirement? Let's talk about your goals.

newyorklife.com

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life

Life insurance can be a great gift, but with so many options available, choosing the right policy can be difficult. Read these tips and give your loved ones peace of mind this holiday season.

newyorklife.com Looking to buy life insurance, but not sure where to start or how much coverage you need? Learn 6 tips from New York Life on how to get life insurance today!

[02/14/20]   "Do the one thing you think you cannot do. Fail at it. Try again. Do better the second time. The only people who never tumble are those who never mount the high wire. This is your moment. Own it." ~Oprah Winfrey

newyorklife.com

A surprisingly perfect gift for your kids or grandkids.

The best gift to give someone just starting out is a head start. See how life insurance can be the one gift your kids will remember twenty years later.

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.

newyorklife.com

Retirement blind spots. | New York Life

To win a championship, you have to be able to anticipate the curve balls. The same is true when it comes to retirement. Read these tips to help ensure you make it around the bases.

newyorklife.com For 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.

Alzheimer’s is the #1 reason that individuals over 65 need long-term care. Learn how to reduce your risk of Alzheimer’s: http://bit.ly/2BeIJNu.

Because protecting your family's future is serious business.

During this year’s Big Game, New York Life celebrated 175 years of helping people put love into action with a 60-second film. In case you missed it, watch it here. #LoveTakesAction #GoodAtLife #SBLIV

forbes.com

3 Timeless Tips To Start Your 2020 Off Right

New York Life's Brian Madgett sits down with @Forbes to share some timeless retirement planning tips that can help you start 2020 off right.

forbes.com Use the year end break to step away from your busy day-to-day schedule to relax and make your tomorrow even better.

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the Big Game. Be sure to tune in! #LoveTakesAction #GoodAtLife #SBLIV

newyorklife.com

Term Life Insurance - Protection For A Period of Time | New York Life

Our term life insurance offers customizable solutions to ensure you and your loved ones are financially prepared for whatever comes next.

newyorklife.com Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

newyorklife.com

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life

While nothing can replace you, having life insurance means that if something unexpected happens to you, your loved ones will be protected financially.

newyorklife.com Looking to buy life insurance, but not sure where to start or how much coverage you need? Learn 6 tips from New York Life on how to get life insurance today!

Economic growth in 2020 looks good. Labor market is strong, spending is up, and financial conditions seem favorable. But, we are seeing some cracks in the foundation. Watch below to learn more about what our Multi-Asset Solutions team’s is thinking.

newyorklife.com

529 College Savings Plan | New York Life

They just graduated and now they're off to college. While we can't prepare you for all the phone calls home (or lack thereof), we can help you be prepared financially. Read these tips and give me a call.

newyorklife.com Watch your college fund grow tax-deferred and be distributed income tax-free with a state-sponsored 529 College Savings Plan from New York Life today!

I'm excited to share with you the first look at how @NewYorkLife is celebrating 175 years of putting love into action at #SBLIV. #LoveTakesAction #GoodAtLife

What are some ways you plan on getting more income in retirement? Let me know below.

Whether it's dining out, spoiling your grandkids, or exotic vacations, when you plan ahead for retirement more things are possible. Sound off below with your retirement dreams and let's come up with a strategy that will help you do more of what you want.

Planning for retirement is no easy task. What steps have you taken to make the process easier for you? Let me know in the comments below.

Having reliable income in retirement means having the ability to enjoy it. What steps have you taken to set yourself up for the best retirement possible? Share your comments below.

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, how are you bridging your income gap before you claim? Like if you'd like to discuss some strategies.

newyorklife.com

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

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if you go the extra mile for your employees.

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.

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

newyorklife.com

Protecting your legacy: Succession planning for your small business.

What's your succession plan? If you plan to keep your business within the family, read this article and comment below how you plan to keep your business going, generation after generation.

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

Growing Family - Protection For Your New Baby | New York Life

Could your family live with 78% less? According to a recent survey, millennials only have enough life insurance to cover 22%* of their needs. See what you can do to help ensure your family is fully protected.
*New York Life Insurance Gap Study 2018.

newyorklife.com Did you recently have a baby? Learn today how you can keep your new addition to the family safe and secure through life's ups and downs with New York Life.

newyorklife.com

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

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

Financial tips for marriage that nobody ever told you.

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

Financial tips for marriage that nobody ever told you.

Choosing to live together was the easy part. Choosing how to live together takes a little more discussion. Here are some talking points to help you and your partner kick off the money talk.

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

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

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, you want to provide them with more. What benefits do you feel your employees want the most? Comment below.

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.

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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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