Mauricio Gaitan, Agent with New York Life Insurance

Mauricio Gaitan, Agent with New York Life Insurance Providing quality financial strategies, and offers insurance and financial services to businesses and individuals I became an Agent with New York Life insurance Company in 2014 after working for 8 years in the District of Columbia and MD with small business owners in the Metropolitan area.
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I graduated from LA Sallle, Externado & Complutense University and am a proud member of the Bethesda community. I live with my familiy in Bethesda area As a licensed Agent of New York Life Insurance Company 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 cost for extended periods of care and lifetime needs and recommended appropriate solutions As a New York Life Agent may be licensed with various other independent unaffiliated insurance companies in the states of MD, DC, VA, FL, GA, NJ and TX. No insurance business may be conducted outside the states referenced. MD 2132745, DC 3057273, VA 903781,TX 1912932, FL W183084, GA3128369, NJ 1554033 Neither Gaitan Strategic Group LLC, norNew York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Gaitan Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions 6901 Rockledge Drive Suite 500 Bethesda, MD 20817

Mission: To help educate individuals on the importance of life insurance and financial strategies and help them accomplish their goals with suitable and appropriate financial solutions

Operating as usual

02/08/2021
Debt management—Keep debt from limiting your future | New York Life

Nowadays, almost everyone is dealing with debt in one form or another. The hard part is paying it off while not letting it jeopardize your potential for financial growth. Read these tips to help you manage your debt while building for the future.

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

It’s nice to have a company with over 175 years’ experience on my side to help guide clients through life’s twists and t...
02/08/2021

It’s nice to have a company with over 175 years’ experience on my side to help guide clients through life’s twists and turns. I’m here to help guide you through any number of important financial decisions from saving for college to securing your future or preparing for retirement.

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to f...
02/06/2021

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may be a more cost-effective solution than a single policy for the ones you love most. https://bcove.video/2GUz2cs

Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for...
02/06/2021
How to save money—learn to start saving now | New York Life

Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for it and where do you start? Check out this article to learn more:

Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

02/06/2021
Debt management—Keep debt from limiting your future | New York Life

Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

New York Life has been helping people for 175 years. As a New York Life financial professional, I can help you build a s...
02/06/2021

New York Life has been helping people for 175 years. As a New York Life financial professional, I can help you build a strategy to give you the confidence to live out your retirement dreams. Reach out to me, and let’s talk about your future.

New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strateg...
02/06/2021

New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strategy that meets your goals for your family. Let’s talk about your future today!

02/06/2021
Mortgage protection—Utilize life insurance | New York Life

Buying a home is a big deal—for you and the ones you love. It's also a big expense. Give me a call to learn how life insurance for mortgage protection can be a reliable way to help secure your family's home.

Ensure your family's home security with life insurance for mortgage protection. Customize a solution that fits your needs with a New York Life agent today!

Feeling financially comfortable is all about having a strategy. I’m here to help – together we can work on a strategy to...
02/06/2021
Financial Resources and Solutions - We're Here to Help | New York Life

Feeling financially comfortable is all about having a strategy. I’m here to help – together we can work on a strategy to give you the added peace of mind you need to feel comfortable with your finances.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

It feels amazing to have a company like New York Life backing me. As a financial professional, I am confident I can help...
02/05/2021

It feels amazing to have a company like New York Life backing me. As a financial professional, I am confident I can help anyone reach their financial and insurance objectives. The experience and training New York Life provides helps me help you. I look forward to building lasting relationships our policy owners can rely on.

What does financial freedom mean to you? Read these tips and then let's talk. I can give you a stronger financial footin...
02/04/2021
Taking steps to financial freedom | New York Life

What does financial freedom mean to you? Read these tips and then let's talk. I can give you a stronger financial footing to help you reach your goal.

Learn about three smart money moves from New York Life that can help you acquire flexibility and financial security. Follow these steps to financial freedom.

Everyone talks about the importance of diversification for your investments. But what about tax diversification? You can...
02/03/2021

Everyone talks about the importance of diversification for your investments. But what about tax diversification? You can create tax-free income for your future retirement. Call me today to learn more. https://bcove.video/3hNaWOd

Your home is more than a roof and four walls — it’s a foundation for your family's future. Help ensure your loved ones a...
02/03/2021
Mortgage Protection Insurance for Homebuyers | New York Life

Your home is more than a roof and four walls — it’s a foundation for your family's future. Help ensure your loved ones always have the place they call home to grow.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

To many young families, retirement can feel like a lifetime away. In reality, it is more of a journey than a destination...
02/02/2021
How to save money—learn to start saving now | New York Life

To many young families, retirement can feel like a lifetime away. In reality, it is more of a journey than a destination. This article can help you learn how to start saving now, so you can have the retirement you want later on.

Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

I may be new to the New York Life team, but there’s nothing new about the tradition of our company. We’ve been helping c...
02/02/2021

I may be new to the New York Life team, but there’s nothing new about the tradition of our company. We’ve been helping customers with their insurance and financial objectives for over 175 years. All those years lead up to a collection of experience and expertise I’m excited to share with my community.

01/31/2021
Why you should have an Emergency Fund | New York Life

Given the year 2020 has been, preparing for the unexpected should be on all of our 'to-do' lists. That's why having an emergency fund in place ahead of time can help tremendously. If you still need to get started on yours, this article can help.

Setting aside funds for the unexpected is key to being able to address emergencies while you continue to work towards your financial goals.

New York Life has a long tradition of helping people achieve their goals. That’s why I’m proud to represent them. Contac...
01/30/2021

New York Life has a long tradition of helping people achieve their goals. That’s why I’m proud to represent them. Contact me and see how the backing of a company with over 175 years of experience can help you reach your goals and give you peace of mind.

Now that you're living your happily ever after, what's next? Since times may be tough right now, I thought this article ...
01/29/2021
Life after marriage - Post wedding financial planning | New York Life

Now that you're living your happily ever after, what's next? Since times may be tough right now, I thought this article may be useful to help you with post-wedding finances.

There's plenty to discuss after your wedding, including your financial future. Learn from New York Life about post wedding financial planning and budgeting.

Juggling your financial needs and long-term goals while caring for your children and aging parents can be a lot to handl...
01/28/2021
Balancing retirement and caretaking | New York Life

Juggling your financial needs and long-term goals while caring for your children and aging parents can be a lot to handle. Here are some ways to help ease the burden.

Caring for children and an aging relative can be expensive and time consuming. Learn how you can prepare yourself financially while preserving your well-being.

You found your home sweet home. Here’s what you can do to help keep it.
01/27/2021
Mortgage Protection Insurance for Homebuyers | New York Life

You found your home sweet home. Here’s what you can do to help keep it.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in...
01/27/2021
Retirement budgeting—Manage retirement spending | New York Life

In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in helping people like you manage your assets so that you can live your retirement life to the fullest. Reach out today, and I can help you prepare for tomorrow.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

As a parent and provider, life insurance isn’t a luxury. It’s a necessity, and I’m here to help. We can review your opti...
01/27/2021

As a parent and provider, life insurance isn’t a luxury. It’s a necessity, and I’m here to help. We can review your options to develop a strategy that protects and provides for your family. Contact me today!

01/27/2021
Debt management—Keep debt from limiting your future | New York Life

Debt is a major stressor for families and marriages. It can affect you, your partner, and your children. For simple tips on how important it is to reduce your debt, click here.

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

When it comes to retirement, it's not just how much income you'll have. It's how much you'll be able to use. Give me a c...
01/27/2021
Whole Life Insurance - Endless Protection & Cash Value | New York Life

When it comes to retirement, it's not just how much income you'll have. It's how much you'll be able to use. Give me a call to learn how to build tax-free income for your future retirement.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

Life can change pretty fast. Shouldn't your life insurance protection be able to keep up? Give me a call to discuss how ...
01/27/2021
Term Life Insurance - Protection For A Period of Time | New York Life

Life can change pretty fast. Shouldn't your life insurance protection be able to keep up? Give me a call to discuss how we can put together cost-effective, customized protection for your family.

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!

No matter where you are in life, it's important to have a budget and savings approach. At New York Life, we not only pro...
01/27/2021
How to save money—learn to start saving now | New York Life

No matter where you are in life, it's important to have a budget and savings approach. At New York Life, we not only protect your income but can help you develop a strategy for the future. Ask me about your financial goals and we can put together a strategy with budget to meet them.

Discover with New York Life how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

As financial professional for New York Life, I’ve helped many parents with life insurance. If you want to protect your f...
01/27/2021
Life Insurance Information and Advice | Protecting Your Family

As financial professional for New York Life, I’ve helped many parents with life insurance. If you want to protect your family’s future, but don’t know where to start, I can help. Reach out to me and we’ll develop a strategy that meets your needs now and into the future.

Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

01/27/2021
Marriage and money—things to discuss before marriage | New York Life

Marriage can be a beautiful start to the rest of your journey together. But before you say "I do", take some time to discuss your financial goals, challenges, and plans with your partner. These tips can help you get started.

There are a lot of things to discuss before marriage, including your financial future. Learn from New York Life how you can prepare financially for marriage.

I’m proud to announce I have joined the team at New York Life. This is a company that stands strong in its beliefs and h...
01/27/2021

I’m proud to announce I have joined the team at New York Life. This is a company that stands strong in its beliefs and has the history to back it up. We’ve been at this for over 175 years and have equipped me with all that knowledge, experience and tools to help me give you the best guidance possible. I’m ready to help my community with their financial and insurance needs.

Objectives and a budget are the obvious ones. But there are so many ways to manage business growth. Here are four more.
12/21/2020
6 Ways To Manage Business Growth

Objectives and a budget are the obvious ones. But there are so many ways to manage business growth. Here are four more.

With growth comes growing pains. Make sure not just you, but your employees, are ready to roll with the punches.

12/18/2020
Starting college funds for grandchildren | New York Life

For many grandparents, there's no greater joy than making their grandchildren smile. While a toy can brighten the moment, the gift of education in their future can make them smile for the rest of their lives.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

Everything you need to know if you're hoping to be an early bird this tax season.
12/18/2020
How Early Can You File Your Taxes To Get Your Tax Refund?

Everything you need to know if you're hoping to be an early bird this tax season.

Millions of Americans are looking to file their taxes as early as possible to claim their tax refunds - much needed extra cash for their wallets.

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6901 Rockledge Dr, Ste 500
Bethesda, MD
20817

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