William Rowell, Agent – New York Life

William Rowell, Agent - New York Life is a financial planner in Myrtle Beach, SC. The practice operates as a registered investment adviser through Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company. Clients receive personalized advisory services focused on wealth management, estate planning, and small business insurance. The firm serves individuals and business owners seeking to protect assets, plan for retirement, and manage investments. It holds credentials including CHFC, LUTCF, and an MBA, and is licensed to assist with life insurance, long-term care, investments, wealth management, and annuities.

The advisory approach treats wealth management as a dynamic, ongoing process that adapts to changes in a client's life or the market. Advisors work to create a comprehensive strategy that addresses current needs, future goals, and wealth transfer to the next generation. For estate planning, the team coordinates with other advisors to help identify needs and guide the execution of legacy plans, including last wills and testaments. Services are reviewed quarterly or annually to ensure plans remain relevant as situations change. For small business owners, the firm offers life and disability insurance solutions for owners and employees, helping to safeguard the business and support employee benefits. The firm emphasizes a personal relationship, learning short- and long-term goals to create a customized road map and tracking progress over time.

New York Life has served clients for over 175 years, providing the institutional backing for the local advisory services offered in Myrtle Beach. The combination of local personalized guidance and the resources of a major insurance company supports the firm's ability to offer holistic financial planning and investment management.

Services:

• Long-term Care Insurance
• Long-term care insurance
• Term Life Insurance
• Term life insurance
• Universal Life Insurance
• Universal life insurance
• Variable Universal Life Insurance
• Variable universal life insurance