Kurt Morgan LUTCF, Registered Representative with Nylife Securities LLC

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Kurt Morgan LUTCF, Registered Representative with Nylife Securities LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. 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 and a New York Life Company. 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. 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.

821 E SE Loop 323
Suite 500
Tyler, TX 757001

936-676-4321

09/28/2026

A 529 plan offers a tax-advantaged way to save for future education costs. Reach out to me today and let me show you how these versatile plans can help give your child or grandchild a brighter future.

Do you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get...
09/28/2026

Do you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get it from New York Life—one of the most respected names in the industry. Don’t put it off any longer. Contact me today.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.
09/28/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because...
09/27/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

A 529 plan can bolster your college savings accounts. Grow your college savings in a tax-deferred state-sponsored 529 account that is distributed tax-free.

09/26/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

09/22/2026
09/10/2026

Market declines early in retirement can have a lasting effect when withdrawals are involved. Building a strategy that provides income stability may help create greater flexibility when markets fluctuate.

Let's talk about ways to help strengthen your retirement income strategy for the years ahead.

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help ...
09/10/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

A Milestone Worth Celebrating!For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My ...
08/10/2026

A Milestone Worth Celebrating!
For the sixth year in a row, New York Life Insurance Company will pay dividends on NYL My Care, and for the first time ever, dividends are being paid on NYL Secure Care.
This is a powerful moment for our long-term care business. With nearly 40 years of leadership, New York Life continues to deliver strength, stability, and added value to policyholders, helping them protect what matters most.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/10/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

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5002 Lotus Lane
Lufkin, TX
75904

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