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Investments#

We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds; self-directed, tax-deferred individual retirement accounts (IRAs); and 529 college savings plans. We also offer products to fund employer-sponsored retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined-contribution and defined-benefit plans.

Other Products

We have established relationships with other carriers and can supply you with information on individual and group health insurance products. If we don’t offer it, chances are we can still assist you.3

To learn more about our products and services, feel free to give us a call or request a free consultation. We’ll be happy to answer all your questions and make recommendations based on your specific situation.

* Accessing cash value will reduce the available cash surrender value and death benefit of the policy.

1 Guarantees are backed by the claims paying ability of the issuer.

2 Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before 59 ½ may also be subject to a 10% federal tax penalty.

# Securities products and services are offered by properly licensed registered representatives through NYLIFE Securities LLC (MemberFINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

3 Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

Disclosure

John Horstmann is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0704776), ID, IL, and TN. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, John Horstmann is licensed and authorized to offer insurance in California, but Horstmann Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

John Horstmann is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 205 E River Park Cir Ste 220, Fresno, CA, 93720, 559-447-3965. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state referenced.

John Horstmann is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of California. As such, these services are strictly intended for individuals residing in the state referenced.

Katherine Huebert is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the of . No insurance business may be conducted outside the referenced.

As a New York Life Agent, Katherine Huebert is licensed and authorized to offer insurance in California, but Horstmann Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

Katherine Huebert is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 205 E River Park Cir Ste 220, Fresno, CA, 93720. In this regard, this communication is strictly intended for individuals residing in the of . No offers may be made or accepted from any resident outside the specific referenced.

Katherine Huebert is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Yuliana Franco is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the of . No insurance business may be conducted outside the referenced.

As a New York Life Agent, Yuliana Franco is licensed and authorized to offer insurance in California, but Horstmann Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

Yuliana Franco is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 205 E River Park Cir Ste 220, Fresno, CA, 93720, 559-447-3900. In this regard, this communication is strictly intended for individuals residing in the of . No offers may be made or accepted from any resident outside the specific referenced.

Horstmann Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Horstmann Financial and Insurance Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Horstmann Financial and Insurance Services logo
  • Home
  • About Us
    • Who We are
    • Our Office
    • Professional Affiliations and Resources
    • Code of Ethics
  • Products & Services
    • Our Services & Your Role
    • Services
    • Employee Benefit Products & Links
    • Products
  • Resources
    • Life Stages
    • Calculators
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

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