Jeffery Duggan, Licensed Agent with New York Life Insurance Company

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Jeffery Duggan, Licensed Agent with New York Life Insurance Company Agent licensed to sell insurance through New York Life insurance company I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

999 Waterside Drive
Suite 1500
Norfolk, VA 23510

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
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/4zUUxyL

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

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
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/4dIgs3D

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

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
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/4z54zNm
If this sounds like you, or someone you know, send me a message and let's talk.

Address

999 Waterside Drive
Norfolk, VA
23510

Telephone

+17575257893

Website

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