Timothy L. Jaggi, Agent, New York Life
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I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. 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. 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 a New York Life Company. 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. 150 W Civic Center Drive, Suite 600 801-567-7449
09/23/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!
09/17/2026
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.
09/15/2026
Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.
If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.
09/10/2026
People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.
If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.
09/08/2026
If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.
Which Trust Type Saves Your Kids The Most Money? If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.
09/03/2026
Life insurance is key for small business owners.
Click here to claim your Sponsored Listing.
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150 W Civic Center Drive, Ste 600
Sandy, UT
84070