Nicole Haskins Ross UFA

06/18/2026

Every day I get to help families protect their financial future and build financial stability. That’s something to raise a cup of coffee to!

06/16/2026

We’re about halfway through the year! It’s a good time to pause for a mid-year check-in to make sure your life insurance coverage and retirement income plans are still aligned with your life & goals.

06/16/2026

Are you or a family member in Gen Z? From student loan debt to a changing job market, this generation has some potholes to navigate. But with those challenges come opportunities.

From student loan debt to a changing job market, this generation has some potholes to navigate. But with those challenges come opportunities.

06/11/2026

Simple moves like opening a high-yield savings account can help your kids learn how interest works and form a strong financial foundation.

You can help strengthen your kids’ financial future with a few simple moves that take advantage of time, rather than requiring huge sums.

06/09/2026

You don’t need to wait for a rainy day to build your emergency fund. Having 3-6 months of emergency savings helps provide a cushion when life throws the unexpected your way, and it is an important part of a strong financial protection strategy.
Savings help protect today. Insurance helps protect tomorrow.
When was the last time you considered your financial safety net?

06/08/2026

June always feels like a reset button. Longer days, more time outside, and a chance to slow down a bit. It’s also a good reminder to check in on the things that matter long term, like your life insurance coverage and overall financial strategy.
What’s one thing you want to feel more confident about financially this summer?

06/01/2026

Retirement confidence goes beyond savings. It’s knowing that your income will last. June is National Annuity Awareness Month, a great time to learn about how annuities can help create predictable income, turning retirement goals into a reliable strategy.

05/28/2026

🌟 Join Us for an Hiring Event! 🌟

We are hiring customer service and tax examiner positions for our Holtsville, NY, Service Center. Details below:

📍 Location: Hyatt Regency Long Island
1717 Motor Pkwy, Hauppauge, NY 11788
🗓️ Date: June 1-2, 2026
⏰ Time: 9 AM - 1 PM

Why Join Us?
• Be part of a mission-driven organization.
• Opportunities for career growth and development.
• Competitive pay and benefits.
Available Positions:
1. Tax Examining Technician
• Help taxpayers navigate their tax responsibilities.
• GS 5 grade
• Several vacancies available

2. Customer Service Representatives
• Assist individuals with inquiries and provide guidance on tax matters.
• GS 5 grade
• Several vacancies available

Apply before the event for faster processing.
Tax examiners apply here: https://ow.ly/ICQz50Z4MtP
Customer service representatives apply here: https://ow.ly/V8uK50Z4MsF

05/28/2026

Have you already built wealth and have questions about your financial strategy moving forward? Let's connect to discuss your financial goals.

Martin Pelletier: The next stage requires more than just a new strategy; it demands a new mindset

05/26/2026

Financial literacy conversations often center on accumulation, but protection is just as critical. I’m talking about things like income protection, longevity risk, retirement income, and legacy security. Life insurance and annuities are foundational tools for a well-rounded strategy, not secondary ones. Let's talk!