Our Team

Jean Headshot

 

Judy Headshot

 

Steve Headshot

 

Strategic Resources

The Advanced Planning Group

Advanced Planning Group

New York Life's Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Jean M. Deliso can bring experience, value and insight to your planning situation. New York Life's Advanced Planning Group does not provide legal or tax advice.

Eagle Strategiess, LLC

Eagle Strategies, LLC

Through Eagle Strategies, Jean M. Deliso provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

New York Life

New York Life Insurance Company

Jean M. Deliso and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual Third Party Rating Report as of 8/1/2017).  All ratings are the highest offered by the rating agency, except for Standard & Poor’s which is their second highest rating but represents the highest rating currently awarded to any life insurer.

Attorney Video

Third-Party Professionals

At Deliso Financial and Insurance Services, we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

 

*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.

Neither Jean Deliso, nor any of the companies noted above provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/12/17.  For methodology, please see http://fortune.com/fortune500/

 

 

Calculators

Newsletters

  • Better Late Than Never

    Understand the rules and deadlines for the estates of recently deceased taxpayers when seeking portability relief.

Subscribe to our Newsletter