Lionheart Financial LLC

Lionheart Financial LLC Insurance and Financial Solutions Please contact me to help you fully analyze your needs and recommend appropriate solutions.
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I offer a variety of products that can help you 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. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add

itionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 420 Lexington Avenue, Fl 15th New York, NY 10170 (646) 227-0000

Neither Lionheart Financial LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lionheart Financial LLCis not owned or operated by New York Life Insurance Company or its affiliates.

Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.
09/02/2024

Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

07/23/2024

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/3YboBXv

Help your employees prepare for whatever the future may bring. With Group Term Life insurance, your employees and their ...
07/17/2024

Help your employees prepare for whatever the future may bring. With Group Term Life insurance, your employees and their families receive valuable protection from undue financial hardship.

Learn more about group term life insurance options. New York Life provides a variety of employee benefits for businesses.

Wanna start the day off right? Give me a call and let me show you how you can get $ 1 million of dependable term life in...
07/16/2024

Wanna start the day off right? Give me a call and let me show you how you can get $ 1 million of dependable term life insurance for less than your daily cup of coffee.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

New York Life's term life insurance offers flexible options for whatever your needs may be. https://bit.ly/460h3bM
07/11/2024

New York Life's term life insurance offers flexible options for whatever your needs may be. https://bit.ly/460h3bM

What would happen if one of your employees couldn’t work for a period of time due to an injury or illness? Could they af...
07/10/2024

What would happen if one of your employees couldn’t work for a period of time due to an injury or illness? Could they afford to take the time off? Disability insurance protects their income so they can focus on recovery.

How long could your workers go without a paycheck? Disability Insurance from New York Life can protect your workforce and your business.

Need life insurance that fits your monthly budget? In many cases, you can get a dependable term policy for less than the...
07/04/2024

Need life insurance that fits your monthly budget? In many cases, you can get a dependable term policy for less than the cost of a gym membership. Contact me today and let’s work it out together.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

07/03/2024

The demand for voluntary benefits in the workplace has been increasing, as employees expect more from their employers. Wondering how you can stay competitive? Click below to learn about Employee’s Whole Life Insurance.

Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

Did you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can ge...
06/27/2024

Did you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get it from New York Life—one of the most respected names in the industry. Don’t put it off any longer. Contact me today.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

What’s the key to cultivating a strong workforce? Investing in it. New York Life Business Solutions offers a variety of ...
06/26/2024

What’s the key to cultivating a strong workforce? Investing in it. New York Life Business Solutions offers a variety of benefits for your business and employees. Click below to read more.

Provide financial protection for your employees through a benefits package. Learn about employee benefits for small business and other New York Life services.

A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to le...
06/26/2024

A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly...
06/20/2024

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly cost of your cell phone service. Just call me for your personalized quote.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?*https://bit.ly/4cpGXrw
06/19/2024

Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?

*https://bit.ly/4cpGXrw

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.
06/19/2024

A recent study showed that people who own life insurance feel more confident about retirement. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

Looking for financial support for your small business? I’ve got you covered. I’m ready to work with you to find the righ...
06/19/2024

Looking for financial support for your small business? I’ve got you covered. I’m ready to work with you to find the right solutions for you and your employees. Learn more of the benefits of working with a New York Life agent below.

What can a New York Life agent do for your small business? Find out what type of solutions are offered to help protect your business.

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced througho...
06/19/2024

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced throughout history.

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see h...
06/06/2024

Want to give your loved ones some much needed financial security? Take a look at our term life insurance rates and see how easy it can be to protect their lifestyle and future. If you have any questions or need a personal quote, I’m here to help.

Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

Caring for an aging parent is never easy, especially for LGBTQ+ individuals facing their own unique obstacles. But there...
06/06/2024

Caring for an aging parent is never easy, especially for LGBTQ+ individuals facing their own unique obstacles. But there are steps you can take to ease the financial burden. As someone who understands the emotional and financial toll firsthand, reach out, and let's navigate the complexities of long-term care planning together.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

A recent study showed that people who own life insurance feel better prepared for the future. Contact me to learn more.
06/06/2024

A recent study showed that people who own life insurance feel better prepared for the future. Contact me to learn more.

Insurance policies help protect your family now and in the future. Learn how our agents can help you design personalized solutions.

While it's true women have longer life expectancies, it can often make funding retirement that much harder. As you face ...
06/05/2024

While it's true women have longer life expectancies, it can often make funding retirement that much harder. As you face unique challenges on your road to financial security, it's important to have someone by your side who knows how to navigate them. Whether retirement is around the corner or still a long ways off, learn what you can do now to better prepare for the road ahead and let's chat.

Learn about five ways you women catch up in retirement savings.

Tax-free transfers from IRAs to CRTs and CGAsIRA owners who want to support a specific charity but also like the idea of...
06/05/2024

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
https://bit.ly/45bdTl3

Wishing everyone a day filled with family, unity, and the spirit of democracy as we honor and reflect on the leaders who...
02/19/2024

Wishing everyone a day filled with family, unity, and the spirit of democracy as we honor and reflect on the leaders who shaped our great nation.

Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire...
01/15/2024

Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire positive change.

How much life insurance do you really need? It really depends on a number of different factors. This video from New York...
01/10/2024

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2024

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This vid...
12/31/2023

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2023

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New Yo...
12/21/2023

If protecting your family’s future is important to you, make sure you have enough life insurance. This video from New York Life Insurance Company shows you 5 ways that life insurance gives your family the financial security they deserve. If you have questions about the importance of life insurance for your family, please feel free to contact me. https://bcove.video/3PKghcW

We’re thrilled to announce that our MainStay Funds were named one of Barron's Best Fund Families for 2022. In uncertain ...
12/20/2023

We’re thrilled to announce that our MainStay Funds were named one of Barron's Best Fund Families for 2022. In uncertain times like these, you need highly-rated solutions that work for you. Learn more here. https://bit.ly/3RS5vlm

Disclaimer: All Investments are subject to risk and will fluctuate in value.

For more information about MainStay Funds®️, call 888-474-7725 for a prospectus or summary prospectus. Investors are asked to consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus or summary prospectus contains this and other information about the investment company. Please read the prospectus or summary prospectus carefully before investing.

“New York Life Investments” is both a service mark and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. The MainStay Funds®️ are managed by New York Life Investment Management LLC and distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member FINRA/SIPC.

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- an...
12/20/2023

Stocks can play a powerful role in your portfolio. It’s important to know investing strategies to help you meet long- and short-term goals.
https://www.eaglestrategies.com/public_files/Ways_to_Invest_in_Stocks_-_Eagle_final.pdf

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420 Lexington Avenue, Fl 15th
New York, NY
10170

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