Daniel Finn

Life, Long Term Care and Disability insurance planning. Business insurance planning, retirement planning, estate planning, charitable giving, tax diversification of assets, capital risk planning

Financial Services Professional at New York Life Insurance Company in East Hampton, CT


in East Hampton, CT 06424
Year started: 2012


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Best Answers

Asked by bmm123
Answered by Daniel Finn, Financial Services Professional in East Hampton, CT
Loans are tax free as long as the policy is not a modified endowment contract (MEC) AND the policy is not surrendered or lapsed. If the policy is surrendered or la...


  • Annuities
  • Life
  • Long-term care
  • Small Business
  • Other



Series 6
Series 63




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. 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. My office is located at: 360 Bloomfield Ave, Suite 402 Windsor, CT 06095 860-298-1060 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.