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Kellen Jaeger - New York Life Agent

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Kellen Jaeger - New York Life Agent

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📍Florida
💼Financial Professional at New York Life
🏆Protecting dreams • Securing futures
🤝 Trust • Strategy • Growth

10/31/2026

🍂🎃 Community, Connections & Giving Back! ❤️

What a wonderful experience at the Voyager K-8 Fall Festival in St. Cloud!

I had the pleasure of participating alongside my amazing New York Life team, connecting with local families, meeting wonderful people, and being part of such a special community event! 💙

One of the things I love most about what I do is that it goes beyond financial planning. It’s about building meaningful relationships, sharing knowledge, supporting families, and finding ways to make a positive impact in our community.

I’m truly grateful for every conversation, every smile, and everyone who stopped by our booth!

A big thank you to Voyager K-8 for bringing our community together and giving us the opportunity to be part of this wonderful event. 🍁✨

Looking forward to many more opportunities to connect, give back, and continue serving our community! ❤️

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4iLGm9t

If you have questions about your own beneficiary choices, send me a message.

10/24/2026

✨ Big things happen when amazing women come together! 💕

We just hosted our very first Networking Zoom, and my heart is so full! 🥹💖

I couldn’t be prouder of what Beth and I have accomplished together and the incredible community we’re building. Seeing women connect, support one another, and create meaningful relationships is exactly why we started this journey!

And this is just the beginning! 🚀✨

If you’re looking to connect with inspiring women, grow your network, and be part of a supportive community, we’d love to have you!

💕 Join our Facebook group: East Orlando Women’s Network

Together, we connect, inspire, and grow! ✨

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4e819S0

If it gets you thinking about your own plans, send me a message.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/47rMf5i
If this sounds like you, or someone you know, send me a message and let's talk.

09/20/2026

A sickness or injury doesn't care about your business timeline. And if you're unable to work, the income you rely on could be interrupted.
Many business owners plan for external risks—a slow quarter, a lost contract, or changing market conditions. Fewer have a plan for the risk of being unable to work themselves.
Individual disability insurance may help replace a portion of your income during a qualifying disability due to sickness or injury.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

09/18/2026

As a business owner, your ability to work is often closely tied to the income you earn.
Mortgage payments. Household bills. Everyday expenses. They don't stop if a covered sickness or injury keeps you from working.
Individual disability insurance may help replace a portion of your income during a qualifying disability.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/15/2026

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.

Address

495 North Keller Road, Suite 150
Maitland, FL
32751

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