Shane Valdez New York Life Insurance Agent

12/04/2025

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/48EGPEn
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

12/02/2025

Wealth transfer is about more than passing on assets. It’s about preparing the next generation to manage them wisely.
With the largest transfer of wealth in history underway, families who plan early and communicate openly are better positioned to preserve both their assets and their intentions. This article explores how proactive planning and next-generation engagement can help sustain your family’s financial legacy for years to come.

Read the article: https://bit.ly/48zGQte

11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/4plsymI

Want to talk about what that kind of confidence could look like for you? Let’s connect.

11/18/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

11/12/2025

"Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!"

11/11/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

11/10/2025

Discover six practical tips that may help you manage debt more effectively, reduce interest costs, and build greater financial confidence.

Debt repayment can be simplified. Discover six actionable tips that can help you reduce or eliminate debt, save on interest, and achieve financial freedom.

10/31/2025

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic time with your family and friends!

10/30/2025

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/4qtIsg5

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.