James Pointek

James Pointek Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am not licensed in all jurisdictions.

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. Neither New 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. 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.

4365 Executive Dr, #800
San Diego, CA 92121

My California Insurance license number is 4409535

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get t...
09/02/2026

Worried about the way taxes could affect your standard of living in retirement? With whole life insurance, you can get the protection you need—and possibly keep more of your retirement income. Contact me to find out how.

JUST LEFT YOUR JOB? WHAT ARE YOU DOING WITH YOUR 401(k)?If you recently changed jobs, don’t forget about the retirement ...
08/31/2026

JUST LEFT YOUR JOB? WHAT ARE YOU DOING WITH YOUR 401(k)?

If you recently changed jobs, don’t forget about the retirement savings you left behind.

You may have several options — including rolling it into a new plan or IRA — but the right choice depends on your goals and overall retirement strategy.

Don’t leave your 401(k) on autopilot. Make it part of your plan.

Recently changed jobs? DM me “401K” and let’s talk about your options.

And if you know someone who recently left a job, send them this post!

🚨 NOW HIRING – Financial Services Professionals! 🚨I’m looking to connect with motivated, driven individuals who are read...
08/25/2026

🚨 NOW HIRING – Financial Services Professionals! 🚨

I’m looking to connect with motivated, driven individuals who are ready to build a meaningful career with New York Life.

If you’re entrepreneurial, enjoy helping people, and want a career that offers professional growth, world-class training, mentorship, flexibility, and unlimited earning potential, I’d love to have a conversation.

No financial services experience? That’s okay. I’m looking for people with the right attitude, strong communication skills, and a desire to learn and succeed.

📩 Interested—or know someone who might be a great fit? Send me a message or reach out directly.

📧 [email protected]
📱 781.864.8347

Feeling incredibly grateful for the recognition this month!I’m honored to be named the August GuideMe Eagles Nest recipi...
08/11/2026

Feeling incredibly grateful for the recognition this month!

I’m honored to be named the August GuideMe Eagles Nest recipient, recognized as a Life Case Rate Leader, and to qualify for Executive Council.

These accomplishments are about much more than numbers. They represent conversations, relationships, hard work, and most importantly the opportunity to help individuals and families protect the people and things that matter most to them. A huge thank you to everyone who continues to trust, support, encourage, and refer me. I truly appreciate it and never take that trust for granted.

Proud of the progress, grateful for the journey, and motivated to keep raising the bar. Here’s to finishing 2026 strong!

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend ...
08/10/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4fPgJDv

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. Whi...
08/06/2026

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace ...
08/04/2026

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace of mind, knowing your death benefit, cash value growth, and level premiums are backed by 180 years of being there when we're needed most.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
07/20/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/45aAcrV

🚨WE’RE HIRING🚨 Looking for a Career, Not Just a Job?Join our growing team at New York Life in Windsor, CT and build a ca...
07/18/2026

🚨WE’RE HIRING🚨 Looking for a Career, Not Just a Job?

Join our growing team at New York Life in Windsor, CT and build a career where your success is driven by your ambition.

We’re looking for individuals who are:
✔️ Motivated and goal-oriented
✔️ Strong communicators
✔️ Entrepreneurial-minded
✔️ Ready to grow professionally and financially

Whether you’re an experienced professional or looking for a meaningful career change, we’d love to connect. Interested? Send me a direct message or email me [email protected]

  Looking for a career where you can make a real impact while building your own future? I'm growing my team at New York ...
07/16/2026

Looking for a career where you can make a real impact while building your own future? I'm growing my team at New York Life and we're looking for motivated, driven individuals who are passionate about helping others achieve financial security.

If you're interested in learning more about this opportunity, feel free to message me!

[email protected]
781.864.8347

Address

53 Kennedy Drive
Enfield, MA
06082

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