Clifton Dates, Licensed Agent with New York Life

Clifton Dates, Licensed Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. 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 costs for extended periods of care and lifetime income strategies.

Please contact me to help you 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 professionals before making any decisions. I am not licensed in all jurisdictions. 801 N. Brand Boulevard, Penthouse Suite Glendale, CA 91203-1281 My California License number is 0640238

For 163 consecutive years, New York Life has paid a dividend—in 2017 the total payout will be its largest yet! Let’s tal...
11/18/2016
New York Life declares largest dividend in company's history

For 163 consecutive years, New York Life has paid a dividend—in 2017 the total payout will be its largest yet! Let’s talk about what this means for you

Strength of diversified business model continues to serve participating policy owners, with $1.77 billion payout in 2017 despite low interest rate environment.

10/12/2016

"Two things define you: Your patience when you have nothing, and your attitude when you have everything."

When it comes to your 401(k), it pays to know your options:
09/20/2016
What are my 401(k) options?

When it comes to your 401(k), it pays to know your options:

Summary of taxable and nontaxable consequences of taking 401(k) distributions.

09/20/2016

"Happiness is something that comes into our lives through doors we don't even remember leaving open." ~Rose Wilder Lane

How will taxes affect your retirement? Thoughts on timing, tax-deferred growth, and tax efficiency.
09/20/2016
Tax considerations in retirement.

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

Overview of the tax ramifications of retirement. It's important to consider retirement strategies that offer tax deferral or tax efficiency.

Do you have more than one #retirement account? Here’s 3 reasons why you should consider a rollover.
07/26/2016
Don't leave your retirement assets behind.

Do you have more than one #retirement account? Here’s 3 reasons why you should consider a rollover.

If you've recently changed jobs or retired, consider rolling over your qualified retirement funds to a New York Life Individual Retirement Account.

07/07/2016

I'm excited to announce that I recently became authorized to offer life insurance and lifetime income annuity products from New York Life to AARP members! If you want to enjoy more income in retirement, (and who doesn't?), let's talk.

Just starting out? Putting away a small amount now can make a big difference later. Here's why.
07/07/2016
Gen Y: Math of Early Saving

Just starting out? Putting away a small amount now can make a big difference later. Here's why.

Gen Yers should start saving for retirement early.

Learn why pre-retirees are taking a new approach to retirement planning.
06/23/2016
Redefining retirement

Learn why pre-retirees are taking a new approach to retirement planning.

Income annuities gain popularity among retirees and pre-retirees looking for...

06/11/2016

"Impossible is just a big word thrown around by small men who find it easier to live in the world they’ve been given than to explore the power they have to change it. Impossible is not a fact. It’s an opinion. Impossible is not a declaration. It’s a dare. Impossible is potential. Impossible is temporary. Impossible is nothing." ~Muhammad Ali

if you're single, life insurance can make a great partner.
06/11/2016
6 Reasons Singles Need Life Insurance

if you're single, life insurance can make a great partner.

Your need for life insurance may change as your life does. Here are five times you should review your life insurance coverage.

A recent survey reveals that 77% of people are in danger of spending too much of their retirement savings.
06/11/2016
Do you know how to make your retirement savings last?

A recent survey reveals that 77% of people are in danger of spending too much of their retirement savings.

Retirement experts strongly suggest retirees should withdraw up to 4% of their savings annually to ensure they don’t run out of money.

New York Life earns highest Fortune 500 ranking in more than two decades!
06/11/2016
2016 Fortune 500 Ranking: New York Life Up 19 Spots to #61

New York Life earns highest Fortune 500 ranking in more than two decades!

For a second consecutive year, New York Life Insurance’s managed assets soared past $500 billion in 2015—and that wasn’t the only highlight in the mutual life insurance behemoth’s most recent annual report.

Address

801 N. Brand Boulevard, Penthouse Suite
Glendale, CA
91203-1281

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