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

10/30/2020
Why you should have an Emergency Fund | New York Life

Now, more than ever, it’s important to set aside a formal emergency fund for unexpected expenses or a reduction in income. Learn more about the importance of an emergency fund. #COVID19

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

10/28/2020
Why you should have an Emergency Fund | New York Life

With all that's going on now, it can be easy to forget about what could come next. A sudden job loss, an abrupt shift in the market, an unplanned expense — these days, a financial “safety net” is a must. Here are some tips that can help. #COVID19

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

Good news for small businesses struggling from the economic effects of #COVID19. The deadline for PPP loans have been ex...
10/22/2020
Applying for the Latest Business Loans Funded by Congress | New York Life

Good news for small businesses struggling from the economic effects of #COVID19. The deadline for PPP loans have been extended to August 8th. Here are some tips to help you apply for these and other future programs.

The Federal government approved an additional $310 billion in funds for Paycheck Protection Program loans and another $60 billion has been approved for Economic Injury Disaster Loans (EIDL).

Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your reti...
10/20/2020
Immediate Annuity - A Steady Income Starting Now | New York Life

Guaranteed lifetime income lets you focus on what truly matters in retirement. Let’s talk about taking care of your retirement income today. Guarantees are dependent on the claims-paying ability of the issuer.

Maintain the lifestyle you've earned with a steady monthly income, now through retirement. Discover how you can receive immediate annuity with New York Life!

Can a Roth conversion help you stave off the volatility and large market fluctuationsdue to #COVID19? Read this article ...
10/19/2020
Reasons to convert to a Roth | New York Life

Can a Roth conversion help you stave off the volatility and large market fluctuationsdue to #COVID19? Read this article to learn more about the options you have for your retirement investments..

In this time of economic uncertainty, here are some reasons why you should consider converting your qualified retirement account or IRA to a Roth.

While we’re all concerned about our health and safety during #COVID19, financial wellness is also on the minds of many A...
10/16/2020
Mind the (risk) gap: Annuities address fear about risk | New York Life

While we’re all concerned about our health and safety during #COVID19, financial wellness is also on the minds of many Americans—particularly when it comes to retirement savings. Learn how to be confident and in control of the retirement planning process.

With the concept of "minding the risk gap", start feeling confident and in control of the retirement planning process.

It can be hard protecting your children from too much media exposure, particularly when there's a lot of unsettling even...
10/12/2020
Ask the Expert: How to monitor the media diet our families will consume in the weeks to come.

It can be hard protecting your children from too much media exposure, particularly when there's a lot of unsettling events taking place in the news. Here are some tips that could help.

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.

New York Life is all about helping people prepare for life's emergencies. See how life insurance can help you and your l...
10/09/2020
Life Insurance - Financial Protection For Your Family | New York Life

New York Life is all about helping people prepare for life's emergencies. See how life insurance can help you and your loved ones stay protected. #LoveTakesAction

Life Insurance from New York Life offers protection at its core, but it can do so much more! Learn from our financial professionals what it has to offer you.

The gift of financial independence is one they'll never forget. Let's talk about how you can help secure your child's fu...
10/07/2020
A surprisingly perfect gift for your kids or grandkids. | New York Life

The gift of financial independence is one they'll never forget. Let's talk about how you can help secure your child's future.

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.

Seasons change, as well as needs. Learn how easy it can be to convert your term life coverage to whole life and feel fre...
10/05/2020
How to know when it’s time to convert term coverage to whole life | New York Life

Seasons change, as well as needs. Learn how easy it can be to convert your term life coverage to whole life and feel free to reach out with any questions you have.

The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides

Building a better tomorrow for yourself and your family is everyone's goal. That's why we have been helping women make s...
10/02/2020
Women and Finance: Protecting what really matters

Building a better tomorrow for yourself and your family is everyone's goal. That's why we have been helping women make solid financial choices for generations. Let's put you in the driver’s seat of your financial future.

Women and Finance: Protecting what really matters. Create a better tomorrow for yourself and your family.

While we continue to battle #COVID19, many businesses are starting to reopen in parts of the U.S. After experiencing a p...
10/01/2020
Preparing for a new work environment | New York Life

While we continue to battle #COVID19, many businesses are starting to reopen in parts of the U.S. After experiencing a prolonged lockdown, here are some tips to help make returning to work easier.

Steps to consider as you prepare for your new work environment after COVID-19.

Experienced real estate entrepreneur, Eli Tene, shares insights on how to make it in this market.
09/30/2020
How To Survive (And Thrive) In This Real Estate Market.

Experienced real estate entrepreneur, Eli Tene, shares insights on how to make it in this market.

Everyone is wondering what will happen in the real estate market. During times of uncertainty, learning from people with depth and breadth is a sure bet and Eli Tene fits the bill.

Learn how to silence your inner critic to help reach your goals.
09/28/2020
5 Ways To Silence Your Inner Critic For Good

Learn how to silence your inner critic to help reach your goals.

It doesn’t matter how smart, attractive, or successful you are - when you lack confidence, you will be falling short of your own potential. Here are 5 tips on silencing the inner chatter that can derail our journey to success.

Women entrepreneurs, greetings from Seattle (and nine other top cities). Wish you were here.
09/25/2020
The Best Cities For Women Business Owners

Women entrepreneurs, greetings from Seattle (and nine other top cities). Wish you were here.

According to the survey, the Top 10 Cities for Women Entrepreneurs in the U. S. are:Seattle, Washington Paradise, Nevada Orlando, Florida St. Petersburg, Florida Gilbert, Arizona Scottsdale, Arizona Durham, North Carolina Portland, Oregon St. Paul, Minnesota Anchorage, Alaska Seattle, one of the ...

Don't spend this money right away: Deferred payroll taxes will likely be collected next year.
09/23/2020
Deferred Payroll Taxes to Be Paid in 2021 | Kiplinger

Don't spend this money right away: Deferred payroll taxes will likely be collected next year.

The IRS says Social Security payroll taxes that aren't collected this year under President Trump's executive order will have to be withheld and paid early next year.

Do you have the life insurance coverage your family needs? Let’s talk.
09/18/2020
Home – Life Happens

Do you have the life insurance coverage your family needs? Let’s talk.

Watch Brooke Shields’ important message about life insurance. Life Insurance Basics Start here to learn about protecting your loved ones with life insurance. View more Why is life insurance worth it? Life insurance is important because it’s a simple answer to a very difficult question: How will ...

When you have retirement goals, you have the blueprint for how to best manage your money. Read this article to help you ...
09/17/2020
Retirement budgeting—Manage retirement spending | New York Life

When you have retirement goals, you have the blueprint for how to best manage your money. Read this article to help you set up yours and give me a call if you need any help.

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

Fraudsters take advantage of uncertainty and fear, and there's certainly plenty of both during this time of #COVID19. He...
09/17/2020
Protect yourself from pandemic fraud.

Fraudsters take advantage of uncertainty and fear, and there's certainly plenty of both during this time of #COVID19. Here are some steps you can take to help protect yourself from scams.

Online fraud comes in all shapes and sizes, but the common denominator is how it preys on fears and concerns to persuade people to click on a link, or send money, or information. In the COVID-19 pandemic, cyber criminals have found a multitude of fears to try to exploit, from health concerns to fina...

Did you know life insurance can help you pay for college, make a down payment on your home, or supplement retirement inc...
08/28/2020
Life insurance for young professionals. | New York Life

Did you know life insurance can help you pay for college, make a down payment on your home, or supplement retirement income? Let's talk.

Why it's important to own life preferably whole life insurance when you're young.

Another business tool to help you recover from the pandemic: referralpartnerships.
08/12/2020
Council Post: Surviving Economic Instability With Referral Partnerships

Another business tool to help you recover from the pandemic: referral
partnerships.

Creating a referral partnership is an economical way for both entrepreneurs and established business owners to attract new clients and strengthen their ties to members of the small business community with similar target markets.

08/11/2020
Maximizing Your Potential: The Simple Strategy to Change Your Life

Maximizing your potential and changing your life requires focus, commitment, and energy. It also requires proven strategies. Watch this video to learn more from Paul Karasik, one of America’s leading sales and management consultants.

Maximizing your potential and changing your life requires focus, commitment, and energy. It also requires proven strategies. Watch this interview with Paul Karasik,…

For many small business owners, a temporary closure can lead to financial hardship or worse. Learn key points of the CAR...
08/07/2020
What the CARES Act Means for Small Businesses | New York Life

For many small business owners, a temporary closure can lead to financial hardship or worse. Learn key points of the CARES Act and what this capital infusion can mean for your business.

The CARES Act was recently signed into law, in response to the COVID-19 pandemic. Learn from New York Life how its provisions can help support small businesses.

This one is for all those staying home but longing to travel.
08/05/2020
Retirees, See the World Without Leaving Home | Kiplinger

This one is for all those staying home but longing to travel.

You can still visit museums and marvel at their great works of art, tour historical landmarks and stroll through foreign cities ... from the comfort of your home.

Entrepreneurs, prepare to harness your strengths and reduce your stress.
07/22/2020
How To Have More Inspiration And Harness Shortcuts To Entrepreneurship

Entrepreneurs, prepare to harness your strengths and reduce your stress.

I have found a few super helpful strategies and paradigm shifts along the way that make the life and work balancing act not feel fulfilling. Being a stress bucket is not my thing. Incredible results are more satisfying if you feel good on the journey to achieving them.

Entrepreneurs agree: these skills and strategies learned in today's environment will continue to serve you well in the f...
07/21/2020
How Skills Learned During Lockdown Will Strengthen The Businesses Of These Entrepreneurs

Entrepreneurs agree: these skills and strategies learned in today's environment will continue to serve you well in the future.

As Benjamin Barber once said: ‘I don’t divide the world into the weak and the strong, or the successes or failures. I divide it into the learners and non-learners’. In the current crisis, those startup founders who learned new skills to overcome new challenges will emerge with stronger busines...

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6901 Rockledge Dr, Ste 500
Bethesda, MD
20817

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