Alan Wright

About Alan Wright

For over 15 years, I’ve helped professionals, business owners, and families create financial strategies that provide both growth opportunities and protection when life happens. As a licensed Agent with New York Life and Financial Services Professional with NYLIFE Securities LLC (Member FINRA/SIPC), I specialize in guiding clients ages 35–65 who are preparing for retirement and seeking to build lasting financial security.My focus is on helping clients:• Protect their families and income with life insurance, disability, and long-term care strategies• Build retirement income with fixed and variable annuities that balance growth with guarantees• Grow wealth with dividends and compounding strategies while protecting against market volatility• Align financial decisions with long-term legacy and lifestyle goalsWhat sets me apart is my ability to design customized, values-based financial strategies that offer peace of mind. My clients know that their money is not only growing, but also safeguarded with the right guardrails in place.If you’re a professional, entrepreneur, or pre-retiree looking for guidance to secure your financial future, let’s connect.My Office Address: Dallas Fort Worth General Office5005 Lyndon B Johnson Freeway, Suite 1600 Dallas, TX 75244Phone: 31••••••64Neither 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.*(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.CA License #43•••21

Experience

1. Financial Services Professional

   NYLIFE Securities LLC

   Feb 2013 — Present

   NYLIFE Securities LLC | Feb 2013 – PresentFor over a decade, I’ve partnered with professionals, business owners, and families to design personalized financial strategies that balance growth with protection. Through NYLIFE Securities LLC, I provide clients access to investments and retirement solutions that align with their goals while safeguarding what matters most.How I help clients:* Build long-term wealth with investment strategies, annuities, and dividends* Create retirement income plans that provide guardrails and predictability* Protect families with life insurance, disability, and long-term care coverage* Deliver clear guidance during major life transitions (career changes, retirement, family milestones)

Education

• Eureka College

  BA, Physical Education, and Business

Skills

• Leadership
• Insurance
• 401(K) Rollovers
• Multi-Generational Wealth Transfer
• Investments
• Key Person Insurance
• Sales Management
• Estate Planning
• Asset Protection
• Customer Service
• Retirement
• Sales
• Annuity Sales
• Licensed in Long Term Care Insurance
• Financial Services
• Ira Rollovers
• Retirement Planning
• Supplements to Employee Benefits
• Succession Planning
• Term Life Insurance