Secure What Matters. Accumulate Wealth. Plan Now For Ahead

Adam N. Green - New York Life Insurance Company

By mid-career, you may already have retirement savings, workplace benefits, and insurance in place. Even so, important questions can remain: Is your family adequately protected? Are you prepared for future responsibilities? Do the choices you have made still fit the life you are building? I work with family-focused professionals building established careers in technology-driven, sales-oriented, and operationally complex organizations. Many know financial action matters and have already taken some initial steps, but they want greater clarity about what to address next and where to begin. Our conversations may cover family protection, life insurance, long-term-care considerations, disability insurance, annuities, lifetime income, college funding, and retirement-related needs. I consider each situation from multiple angles, explain why an option may or may not fit, and welcome thoughtful questions. The focus is on informed decisions without unnecessary pressure. My approach is shaped by approximately 10 years of experience across private wealth management, financial-services operations, client accounts, and collaborative financial-services roles. I bring that perspective to ongoing relationships centered on clear reasoning, practical next steps, and support as family priorities and responsibilities change. Adam N. Green 610-716-9471 angreen@ft.newyorklife.com Registered Representative offering securities through NYLIFE Securities LLC, (member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 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'm authorized to offer life insurance from New York Life to AARP members. 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. I am not licensed in all jurisdictions. 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. Timonium II Building   1954 Greenspring Drive         Suite 700 Timonium, MD 21093

Anne Arundel County

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Baltimore Metropolitan Area

Annapolis

Maryland

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