Matthew Malak, CHFC, CLU Director of Development with New York Life

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United States
Glendale, CA
Matthew Malak, CHFC, CLU Director of Development with New York Life

I provide training, mentoring, and coaching towards building a successful financial practice. My core functions include:
1.

Oversee training and development for all Agents.
2. Conduct sales training and licensing classes to develop new and experienced Agents.
3. Mentor Agents in Company financial solution design; sales and prospecting techniques; and sales activity training.
4. Implement and teach the New York Life Curriculum.
5. Advice and consult with management peers and the Managing Partner on recruiting and retention efforts.

02/15/2022

When it comes to managing retirement spending, no single formula works for everybody. While these tips can help you prepare, I can help you put a strategy in place to help ensure you have the best retirement possible.

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

02/10/2022

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready, reach out and I can help you through some of the important financial steps you should take.

Check out New York Life's guide for those experiencing the loss of a spouse to learn how you can set goals for the future and move forward.

02/05/2022

Caregiving for a spouse can be a taxing experience for any couple. Here are some ways you can be prepared ahead of time.

Being a caregiver for a spouse can be emotionally,physically, and financially taxing. Learn from New York Life what you can do to help prepare for the road ahead.

01/31/2022

Depending where you are in your career, sometimes a mini-retirement can be a life-affirming break. But it does come with risks. Here are some things you should consider before making any sudden moves.

What is a mini-retirement and should you plan one? Learn from New York Life how you can take a renewing break from working life with a mid-life retirement.

01/26/2022

Helping to build better futures for others is a great legacy to leave behind. If you're thinking about donating to charities as beneficiaries, here are some things to consider.

Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

01/22/2022

There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.

Going back to work after retirement shouldn't be a back up plan. Learn about your other options from New York Life and enjoy this rewarding period of your life.

01/16/2022

As you get further along in your career, preparing for retirement becomes a greater focus. These tips can help you along the way, but please get in touch if you'd like some professional guidance.

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

01/11/2022

When you're a grandparent, a bright future of opportunity can be the best gift you can give to your grandchild. Contact me to learn how New York Life can help you pay for your grandchild's future education and set them up for a world of possibilities.

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.

01/06/2022

Once you reach a certain age, you're required to take the minimum distribution from your tax-qualified retirement account, but you do have options how you can use it. Reach out and I can help you figure out the best strategy for you.

Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, their rules and how RMDs can be used.

01/01/2022

When it comes to your retirement strategy, there's no time to take chances. Learn what matters when it comes to choosing an insurance company and why New York Life's financial strength ratings are consistently among the highest in the industry.

Financial strength or insurance ratings indicate an insurance company's ability to pay policyholder claims. Learn how important these ratings are from New York Life.

12/27/2021

Typically, the longer you wait to start collecting Social Security, the bigger your benefits will be. However, the immediate need for assistance can outweigh the desire to wait. If you need help deciding what to do, read this article and let’s talk.

Guidance on when to claim benefits based on your personal needs.

Address

Glendale, CA
91203

Website

https://www.linkedin.com/in/matthewmalak

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