New York Life Richmond Office

We provide quality financial strategies, and offer insurance and financial products, and funding for employee benefits to businesses and individuals.

Located in Richmond, VA, the New York Life Richmond Office serves New York Life clients throughout the area. With many full-time professional agents, we have been serving our clients for many years. At the New York Life Richmond Office we believe our business is based on trust and loyalty. That's why our products are designed to help you, your family and your business when you need it most. Your trust is something we plan to earn through every interaction with us. Do not hesitate to contact us for further information or to schedule a free financial consultation with one of our professional agents. CONSIDERING A CAREER CHANGE? When you offer insurance and financial services you're not merely selling products, you're developing relationships. Your relationship with your customers, as well as the trust they place both in you and in the products you offer, are critical components to your ultimate success. You'll also make a vital contribution to your community, and when you see the difference that can make, it's more fulfilling than you might imagine. Financial professionals with the New York Life Richmond Office provide very personalized services in the insurance and financial services marketplace. They meet with and know their clients on a personal level. For more information on the New York Life Sales Agent career, contact us or visit www.newyorklife.com/careers. EOE M/F/D/V

Mission: New York Life's mission is to provide financial security and peace of mind through our insurance, annuity and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That is why we call ourselves The Company You Keep®

[06/05/20]   "Some beautiful paths can't be discovered without getting lost." ~Erol Ozan

Applications are now open for the #BraveofHeartFund. If you are an eligible family member of a healthcare worker, verify eligibility to apply for support during the COVID-19 crisis. Learn more here.
https://bit.ly/2Me6LNe

[06/04/20]   "Success usually comes to those who are too busy to be looking for it." ~Henry David Thoreau

Don't let social distancing separate you from making a living. If you work in the service industry, maybe now's the time to learn how you can find new levels of career fulfillment as a New York Life financial professional. Give me a call to learn how you can get started.

forbes.com

Council Post: 10 Ways Homeowners Can Capitalize On Rising Home Equity

Good news: Your home equity is growing. Find out how you can use it.

forbes.com If you're planning to capitalize on your home equity, make sure you are aware of current market conditions.

kiplinger.com

What Retirees Must Know About Telehealth

Telehealth is now a big part of our lives. Here are some things for retirees to know.

kiplinger.com The coronavirus has elevated the benefits and potential savings of telehealth like nothing before.

kiplinger.com

No Social Security COLA Increase Likely for 2021

This is an interesting forecast about the cost of living adjustment in Social Security.

kiplinger.com Retirees and others should temper hopes of a cost-of-living increase for 2021, and the effect might last even longer.

[06/03/20]   "Many men go fishing their entire lives without knowing it is not fish they are after." ~Henry David Thoreau

In these uncertain times, it's more important than ever for people to build and protect their futures. Contact me today to learn how you can have a successful career helping individuals and families gain financial security as a New York Life financial professional.

forbes.com

The 9 Things That Are Stealing Your Time

You may be wondering where the day goes. Here are some helpful tips to take back time in your day.

forbes.com Time is your only finite resource and it’s being stolen from you. Constantly. Here are the 9 things that are stealing your time.

forbes.com

Council Post: Why Women Entrepreneurs Are Critical To Economic Growth

We have a chance to empower women in business and stimulate economic growth. Here's a perspective on how.

forbes.com Supporting women in business is as important as ever.

forbes.com

5 Lessons To Make The Most Of Working From Home

We all need a little help to make this new work-from-home situation work. Here are some tips for this week.

forbes.com With this new normal, chances are good that even when COVID-19 has truly subsided, many companies will want employees working remotely to promote social distancing and their own safety.

forbes.com

Council Post: How To Elevate Your Company's Offerings During A Crisis

Focusing on the basics can help your business.

forbes.com There are things a business owner can do to protect their business and position themselves as an authority during trying times.

[06/02/20]   "All our dreams can come true if we have the courage to pursue them."
~Walt Disney

forbes.com

Council Post: Taxes: Do You Need To Pay Them Now?

Tax Day was delayed. Here are the new deadlines for filing.

forbes.com This year, everything is different, and paying your taxes is no exception

The effects of COVID-19 have forced many small business owners to reevaluate the financial protection of their employees and their business. Learn how New York Life small business solutions can help.
https://nyl.co/3gISKVW

No one can predict the future, but you can prepare for it. Pandemics, recessions, or other disruptions in the economy can affect your business and your employees. Let’s make sure you stay protected. https://nyl.co/2Xjq8Le

New York Life CEO Ted Mathas recently appeared on a variety of national and local media outlets discussing the #BraveofHeartFund at E4E Relief created to support healthcare workers on the frontlines of the COVID-19 fight and their families.
https://nyl.co/2Mme5q2

Birthday Shout Out for this week!

Happy Birthday to Tom Simpson who is celebrating this week. We hope you are enjoying time with your family!

[05/29/20]   "How you do anything is how you do everything."

Contact me to learn about the benefits you can bring to your community as you grow your career as a New York Life financial professional.

newyorklife.com

How Much Life Insurance Do I Need? | New York Life

Are you on track with your long-term financial goals? See how life insurance can help.

newyorklife.com How much life insurance do you need? Use the life insurance calculator from New York Life to figure out the coverage you need to protect your family & home.

forbes.com

Council Post: From Transition To Recovery: How To Plan Ahead In Times Of Uncertainty

Business owners, this one's for you: Planning for recovery while still managing a crisis isn't easy. But if anyone can do it, you can.

forbes.com Planning for recovery while still in crisis management isn’t about having all the answers. It's a learning curve that requires flexible thinking.

forbes.com

The 9 Things That Are Stealing Your Time

You may be wondering where the day goes. Here are some helpful tips to take back time in your day.

forbes.com Time is your only finite resource and it’s being stolen from you. Constantly. Here are the 9 things that are stealing your time.

[05/28/20]   "When you want something, all the universe conspires in helping you to achieve it." ~Paulo Coelho

newyorklife.com

Ted Mathas discusses Brave of Heart Fund in media markets across the country.

newyorklife.com New York Life Chairman and CEO Ted Mathas recently participated in broadcast interviews in a wide variety of media markets across the country discussing the Brave of Heart Fund and the New York Life Foundation’s commitment to supporting healthcare workers and volunteers on the frontlines of the fi...

newyorklife.com

Four ways that women can build a retirement backup plan.

Four strategies to help women prepare for retirement.

newyorklife.com Why women need a backup plan in case they need to retire early.

newyorklife.com

Tax considerations in retirement. | New York Life

How will taxes affect your retirement? Thoughts on timing, tax-deferred growth, and tax efficiency.

newyorklife.com The amount of tax you owe at retirement depends not only on your income, but also on the type of your retirement plan and the timing of your withdrawals; you’ll want to consider retirement strategies that provide tax-deferred growth and tax efficiency.

newyorklife.com

Business Life | New York Life

Taking your business to the next level is easy with the right partner.

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.

The effects of COVID-19 have forced many small business owners to reevaluate the financial protection of their employees and their business. This #DisabilityAwarenessMonth, learn how New York Life small business solutions can help.
https://www.newyorklife.com/products/premier-services/small-business/?cmpid=smca_PR_NA_NA_1373178_NA_NA_NA_gen_NA_gen_IP_NA_NA

[05/27/20]   "Life's most persistent and urgent question is, 'What are you doing for others?'" ~Martin Luther King, Jr.

Basic Retirement Expenses | New York Life

What do you consider to be basic expenses?

newyorklife.com When you hear the term “basic expenses” you may think about: the cost of housing, healthcare, food, and things of that nature. We recently completed a study where we asked retirees and pre-retirees what they define as basic expenses. While housing, food, and healthcare are all on the list – so...

This year, COVID-19 showed us that a health crisis can affect anyone. Learn how disability insurance is one of the many ways employee benefits can help keep your employees and your business protected.
https://www.newyorklife.com/products/premier-services/small-business/?cmpid=smca_PR_NA_NA_1373648_NA_NA_NA_gen_NA_gen_IP_NA_NA

forbes.com

Finding Your Business’ Purpose In The COVID-19 Era

Changing how you think about your business might help you better weather the present and also broaden your sense of purpose.

forbes.com Purpose, even during tough times, is a key branding strategy.

Birthday Shout Out for this week!

Happy Birthday to the following agents who are celebrating this week. We hope you are enjoying time with your family!
Jovan Coker
Cesar Carrasco

Want your business to be the top-listed Finance Company in Glen Allen?

Click here to claim your Sponsored Listing.

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Craig A. Forman, Managing Partner new professional commercial

Location

Telephone

Address


4435 Waterfront Drive 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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Religion that God our Father accepts as pure and faultless is this: to look after orphans and widows in their distress...James 1:27

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