Kellen Jaeger - New York Life Agent

09/08/2026

Most business owners have a plan for what happens when equipment fails or inventory runs short. Few have a plan for what happens when they can't earn an income.
The clients, the revenue, the decisions that keep everything moving—none of it runs without you. Losing your income is an exposure many balance sheets never account for.
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.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/05/2026

Your equipment, your inventory, your property are all reflected on your balance sheet.
But one thing might not be: you.
Yet the revenue you help generate, your client relationships, your business decisions—they all require you to run.
Most business owners have insured almost everything their business owns. Few have protected the asset they depend on.
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.

09/02/2026

Life insurance is key for small business owners.

08/25/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

08/19/2026

💰 **You’ve worked hard to save for retirement. But have you thought about how you’ll turn those savings into income?**

One of the biggest concerns people have about retirement is simple:

**“Will my money last as long as I do?”**

That’s where an **annuity** may be worth exploring.

Depending on the type and features, an annuity can be designed to help:

🔹 Create a stream of income during retirement
🔹 Provide tax-deferred growth
🔹 Add more predictability to your retirement strategy
🔹 Help address the risk of outliving your savings
🔹 Complement Social Security, pensions, and other retirement assets

Retirement isn’t just about accumulating money. It’s about creating a strategy for **how that money will support the life you want to live.** 🌴

Annuities aren’t one-size-fits-all, and they have different features, costs, limitations, and risks. Understanding how they work is the first step toward determining whether one belongs in your retirement strategy.

📩 **Curious about how an annuity could fit into your retirement plan?** Send me a message. I’d be happy to have a conversation and help you explore your options.

08/19/2026

Industry research estimates that significant wealth will transfer between generations in the coming decades.* Balancing lifetime income with legacy goals is an important part of retirement planning.

Let’s talk about strategies designed to help support both objectives.

*Cerulli Associates, U.S. High-Net-Worth & Wealth Transfer Outlook, recent release.

08/18/2026

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
https://bit.ly/4zjHE1L

08/17/2026

Financial freedom doesn’t happen by accident—it starts with a plan. 💰

Managing your money isn’t just about how much you earn. It’s about being intentional with what you have: covering your needs, enjoying life responsibly, preparing for emergencies, protecting what matters, and building for the future.

You don’t have to change everything overnight. Small, consistent financial decisions today can create more choices tomorrow.

Start where you are. Make a plan. Stay consistent. 📈

08/17/2026

A growing family changes everything—including your finances. More responsibility. More moving parts. More to protect. Here are 3 financial tips to consider as your family grows and your priorities shift.

Because planning ahead isn’t just smart—it’s how you create stability for the people who depend on you.

Want help building a plan that grows with your family? Send me a message.

Save this post to keep it handy!