Financial & Legal Resources
Rosanne Rolon Gil, CLTC
Financial Professional
The Prudential Insurance Company of America
445 Broadhollow Rd., Ste. 405
Melville, NY 11747
631-927-3369
www.prudential.com/us/rosanne.gil
Rosanne.Gil@Prudential.com
Rosi earned her B.B.A. from Temple University in Philadelphia, PA. Rosi is now a Financial Professional with Prudential serving the PA, NJ, NY, and CT areas. She works with individuals and businesses to evaluate their current financial needs and goals by creating a strategy for helping them achieve a more secure financial future.
Some of the products and services she offers include:
Preparing for the Future
• Retirement
• Estate Conservation strategies
• Education Funding
• Elder Care Needs
• Annuities
• IRAs
• Mutual Funds
Helping to Protect Assets
• Life Insurance
• Term Life Insurance
• Insurance to help protect a mortgage
• Disability Income Insurance
• Long Term Care Insurance
Rosi’s active in Prudential’s chapter of EAGLES to educate same sex families on the unique challenges they may face to achieve their financial goals. Rosi also specializes in working with families with a loved one with special needs. Whether it’s funding for education, retirement, or other financial security objectives, she’s available to assist you if you’re ready to take the next step.
0212291-00001-00
Life Insurance, Annuities, Disability Income Insurance, and Long Term Care insurance issued by The Prudential Insurance Company of America, Newark, NJ and its affiliates.
Irina S. Shea, Esq.
Fifth Ave & 43rd St., New York
West Main St., Ramsey, New Jersey
201-327-7000
www.irinashea.com
Irina S. Shea (photo above) is an attorney at law specializing in Trusts & Estates since 1995. She is licensed in both New York and New Jersey and helps families to protect their partners, children and parents through a variety of estate planning techniques including Guardians, Trusts, Wills, Powers of Attorney, Advance Medical Directives, Supplemental Needs Trusts and others.
Same sex families may now “opt in” to important rights and responsibilities under New York’s marriage laws and New Jersey’s civil union laws. We encourage all same sex families to review and implement their own family’s estate plan to be sure it includes: optimal tax benefits for partners; guardians and trusts for minor children; guidance to guardians and trustees for minor children; disability planning including durable general powers of attorney for financial matters and health care directives for health care decisions; wills or revocable living trusts to plan for smooth transition of assets to loved ones with least court interference or chance of will contest; lifetime trusts or education accounts to provide for children’s education; and life insurance trusts to provide cost effective fallback plan in case of premature death of a parent. Please contact us at 201-327-7000 or admin@irinashea.com for a consultation.
