More Sharing ServicesShare | Share on email Share on print
Watkins Financial and Insurance Professionals, Inc.

Personal & Business Planning

Life moves quickly. Sometimes it’s hard just keeping up. As with most other things in life, the key to achieving your long-term objectives is planning.

Your personal goals may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. We'll help you crystallize your objectives. More importantly, we'll offer meaningful solutions that will steer you in the right direction.

Your business goals may include offering competitive fringe benefits, developing a solid business continuation plan, or financing a buy-sell agreement. We'll simplify the process and make your job easier so that you can devote more time to the business at hand.

-Jack Watkins, CLU, ChFC, REBC



Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

 

 



Jack Watkins is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA INS LIC# 0E33958), MA, ME, NH & RI.  No insurance business may be conducted outside this/these state(s) referenced.

Jack Watkins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MN, NH, & NY.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

Jack Watkins is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, CT, FL, IL, MN, NH, & NY.  As such, these services are strictly intended for individuals residing in these states.



Watkins Financial & Insurance Professionals, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

More Newsletters →