Advantaged Assets

02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

01/01/2026

Wishing you a very happy New Year!

11/24/2025

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

10/23/2025

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

07/04/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

06/28/2025

What have you done to pursue your dreams?

06/28/2025

"Don’t ask yourself what the world needs. Ask yourself what makes you come alive, and then go and do that, because what the world needs is people that have come alive." —Howard Thurman. Inspiration can fuel change. What inspires you?

06/23/2025

Job Posting: Administrative Assistant for Advantaged Assets

Location: In-Office (9 AM – 12 PM) | Mobile Office (12 PM – 5 PM)
Schedule: Full-Time | Monday – Thursday
Compensation: $20 – $35 per hour, depending on experience and licensing.

We are a well-established insurance and retirement planning firm serving high-net-worth individuals, business owners, and professionals. We're seeking a positive, energetic, and highly organized Administrative Assistant who thrives both independently and as part of a collaborative team.

Key Responsibilities:
• Greet clients and answer incoming calls with professionalism and warmth
• Manage the agent’s calendar and schedule appointments
• Process applications for Life Insurance, Long-Term Care, investment products, and more
• Track pending applications and coordinate follow-ups with underwriting and clients
• Maintain and update client data in internal systems
• Prepare and distribute weekly case status reports
• Keep a well-stocked inventory of forms and applications
• Perform general administrative and executive support duties as assigned
What We're Looking For:
• Strong attention to detail with excellent organizational skills
• Professional demeanor, ethical character, and polished appearance
• Ability to prioritize tasks and multitask in a fast-paced environment
• Friendly and effective communicator, both written and verbal
• Team-oriented but capable of working independently
• Neat and legible penmanship
• Proficient in basic computer functions, including Microsoft Word and Excel

Qualifications:
• Associate’s degree or equivalent experience preferred
• Life/Health Insurance License required
• Series 6 or 7 Investment License preferred
• Background in insurance or financial services highly desirable
Schedule & Flexibility:
• In-office and Mobile office (remote availability required): 20-30 hours per week.
• Monday through Thursday normal work schedule.

Why Join Us?
If you're looking for a stable, long-term opportunity in a supportive and professional environment where your skills matter, we’d love to hear from you. Our firm is built on trust, expertise, and a genuine commitment to serving our clients with excellence.
Ready to take the next step in your career? Apply today and become a valued part of our team!
Please email resume and referrals to [email protected]

06/20/2025

As economic uncertainty continues, more people are turning to annuities to help protect their retirement savings. In fact, over $105 billion in annuity products were purchased in just the first quarter of this year.* June is Annuity Awareness Month, an ideal time to take a closer look at your own retirement plan. No one can predict the future. But you can take steps today to feel more confident about tomorrow. DM me to learn how New York Life annuity solutions can help you prepare for what’s next.


*LIMRA May 20, 2025