Wilfredo Ortiz, Financial Services Professional with NYLIFE Securities LLC

Wilfredo Ortiz, Financial Services Professional with NYLIFE Securities LLC To help educate individuals on the importance of life insurance and financial strategies. These testimonials are no guarantee of future performance or success.

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. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and New York Life Company. New York Life Insurance Company
7111 Fairway Dr, Ste 301
Palm Beach Gardens, FL 33418
Tel: (561) 557-6172

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. I am not licensed in all jurisdictions.

You save consistently. You have coverage through work. By most measures, may be ahead of the curve.But if a covered disa...
08/28/2026

You save consistently. You have coverage through work. By most measures, may be ahead of the curve.
But if a covered disability event prevented you from working—not permanently, just long enough to matter—would your plan hold up?
Many people with a solid financial plan haven't actually answered that question.
Let's review your current income protection.

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.

The mortgage. The tuition. The retirement contributions. Your lifestyle may depend on your income.If a covered disabilit...
08/24/2026

The mortgage. The tuition. The retirement contributions. Your lifestyle may depend on your income.
If a covered disability event prevented you from working, would your current coverage be enough to keep everything on track?
For many people, employer disability benefits leave a gap between what's covered and what's needed.
That's a gap worth understanding before life puts it to the test.
Schedule a quick income protection review to see where your plan stands.

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.

The mortgage. The car. The kids' school. Your income may be what keeps all of it moving.But if a covered disability even...
08/21/2026

The mortgage. The car. The kids' school. Your income may be what keeps all of it moving.
But if a covered disability event prevented you from working, would your current coverage be enough to keep everything else on track?
Many employer disability plans replace around half your salary, before taxes. For many people, that's not enough to protect the life you've worked hard to build.
Schedule a quick income protection review to see where your plan stands.

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.

A sickness or injury doesn't care about your business timeline. And if you're unable to work, the income you rely on cou...
08/20/2026

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.

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?...
08/20/2026

Everything may feel stable today. But if a sickness or injury leaves you unable to work, would your income be protected?
Disability Insurance may help replace a portion of your income during a covered disability.
Let's connect and talk about protecting what matters most.

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.

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability ev...
08/20/2026

Sickness, injury, or an unexpected diagnosis can interrupt your ability to earn an income due to a covered disability event—even if the rest of your financial strategy is in great shape.
Many people don't discover gaps in their income protection until they're forced to rely on it.
Let's review your current income protection.

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.

As a business owner, your ability to work is often closely tied to the income you earn.Mortgage payments. Household bill...
08/18/2026

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.

You're building your career, paying your bills, and planning for the future.But if a covered disability prevented you fr...
08/18/2026

You're building your career, paying your bills, and planning for the future.
But if a covered disability prevented you from working, would you have a strategy to replace your income while you recover?
Let's connect and talk about protecting what matters most.

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.

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everyt...
08/18/2026

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everything except the source.
The investments are diversified. The estate plan is drafted. The insurance covers the house, the car, the valuables. But if their income stopped because of a covered disability event, how long would any of it hold?
That's the question many financial plans do not ask. It's worth finding out whether yours has an answer.
Schedule a quick income protection review to see where your plan stands.

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.

Address

New York Life Insurance Company, 7111 Fairway Drive, Ste 301
Palm Beach Gardens, FL
33418

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15613605102

Website

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