Skip to main content

Your Financial Spectacles Protect Life, Health & Income First, Then Grow The Rest Protected Too - Self, Family, Business, Community

Our Blog Schedule a Free Financial Checkup Schedule A Free Personal Finance Education Appt

Questions? Call us now. (718) 618-6811

Email us. info@yourfinancialspectacles.com

Home About Us About Our Clients Our Privacy Policy Legal Terms and Conditions

Navigating Life Insurance Life Insurance: Purposeful Protection Which Makes Sense for You: Permanent or Term Life Insurance?Term Life Insurance Term Life Insurance with Living Benefits Life Insurance Policies and Cash Value What is Universal Life Insurance?What is Index Universal Life Insurance?Index Universal Life Insurance - Hypothetical Illustrations Saving for College: 529 Plan vs Index Universal Life Insurance Policy Taking the Confusion Out of Linked Benefits Life Insurance Benefits for your Business How Much Life Insurance Is Enough?

Annuities & Retirement

An Overview of Annuities Fixed Index Annuities Retirement Planning Preparing for Retirement Thinking About Retiring? Use these helpful calculators to start planning

More Products & Services

An Overview of Estate Planning The Estate Planning Process Planning for College Starts Earlier Than You Think NOW is The Time for Long Term Planning What is Long Term Care Insurance?Why it’s Worth Considering Final Expense Insurance?Deferred Sales Trusts - Sale of a High Value Asset (vs 1031 Exchange)

Financial Education

Financial Education Downloadable Books

Employment Opportunity

Employment Opportunity

Request A Free Financial Checkup

We're here to help. Fill out the form below and we will give you a call back to go share how we shop the highest rated insurance carriers for products that fit your needs & budget.

FORM NAME: Request a FREE Financial Checkup

First Name

Tick

Last Name

Tick

Age

Tick

Email

Tick

Phone Number

Tick

Zip Code

Tick

Are you

Tick

I am

Tick

Do you have dependents?

Yes No

How many dependents?

Tick

Occupation - What do you do?

Tick

Interested in Learning More

Earn/Increase Income Build/Protect Retirement Eliminate Debt Review Life Insurance Roll Over (old Employer) 401K/IRA College Savings/Life Plans Traditional Investments Living Benefits Wills & Living Trusts

Do you own life insurance?

Yes No

Type of Life Insurance Owned

Term Permanent - Whole Permanent - Universal I don't know

Do you have a 401K from a former (old) employer?

Tick

Do you have an annuity?

Tick

In order to find you the best insurance carrier/product, we have to make sure you qualify, are you ready to provide your financial information?

Tick

In order to find you the best insurance carrier/product, we have to make sure you qualify, are you ready to discuss your medical history?

Tick

Additional Comments

Tick

Human Check

I am not a robot.

Drag and drop the fields to create your own form

If you are a human, ignore this field

See privacy policy and legal terms and conditions.

Your Financial Spectacles

Protect Life, Health & Income First, Then Grow The Rest Protected Too - Self, Family, Business, Community

Follow Us

About Us

We help individuals achieve their financial goals by offering expert guidance, support & solutions, with the aim of making a meaningful, lasting impact on both their lives and the broader community. We operate in all 50 states.

Other Links

Address

New York

Forest Hills

New York

11375

(718) 618-6811 info@yourfinancialspectacles.com

Connecticut

New Fairfield

Connecticut

06812

(718) 618-6811 info@yourfinancialspectacles.com

New Jersey

Jersey City

New Jersey

07311

(718) 618-6811 info@yourfinancialspectacles.com

This is a solicitation for insurance, annuities & other products. By submitting information to this website, you will be contacted by a licensed insurance & annuities agent. We provide business in all 50 states.

© Copyright 2025Your Financial SpectaclesAll rights reserved.