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

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.

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you've purchased your new home, what comes next? Let me know your plans below.

newyorklife.com

LGBT Market

How can LGBT families plan for a bright future?

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

newyorklife.com

Product Comparison - Evaluate Life Insurance Plans | New York Life

You didn't book your plane tickets without comparing different options. Why should life insurance be any different? See which insurance option is the best choice for you.

newyorklife.com At New York Life, we'll help you find the perfect life insurance plan to fit your needs. Learn the key differences between plans with our product comparisons.

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

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

Supplement your employees' benefits with an extra option that never goes out of style.

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.

A sense of family, security, accomplishment—what does your new home mean to you? Let me know below.

newyorklife.com

Bereavement Resources

When you lose a loved one, it feels like the whole world is standing still. Having a plan in place can help it to start moving again when you're ready. Give me a call.

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

Annuities - Generate a Pension-Like Income | New York Life

When you're approaching retirement, financial independence means having reliable income. See how we can help you stay financially secure.

newyorklife.com Are you confident your retirement savings will last? Learn how you can preserve your savings and the lifestyle you've worked for with New York Life annuities.

Our business is helping you protect yours.

For many business owners, their employees are like a second family. What have you done to show your employees how much they mean to you? Let me know below.

newyorklife.com If something happened to you, what would happen to your family and business?

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation. Like this post if bringing peace of mind to your new home is one of your goals this year.

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.

newyorklife.com

A surprisingly perfect gift for your kids or grandkids.

Juvenile life insurance offers more than just protection, it can also help your child get a head start on their financial future. See what else it can do:

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.

[06/28/19]   "Don't wait for the right opportunity. Create it." ~George Bernard Shaw

Wanting to protect your child comes naturally. From childproofing your home to starting a college savings plan, what steps have you taken to protect your child physically and financially? Let me know in the comments below.

[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.

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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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Mequell Green Insurance Agency-Nationwide Insurance Mequell Green Insurance Agency-Nationwide Insurance
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Tricia B. Branch, Agent with New York Life Tricia B. Branch, Agent with New York Life
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I am a Financial Services Professional offering securities products and services through NYLIFE Securities, LLC.

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The Insurance Company with Horse Sense