With over two decades of experience spanning business operations, senior living, healthcare, marketing, and sales, Jade brings a unique perspective and skill set to creating customized insurance and retirement strategies. She remains committed to helping others understand the complexities of personal and business solutions and preparing for a secure future.

Deep Understanding of Family Needs and managing costs for extended periods of care
She has firsthand experience helping families navigate critical decisions about extended periods of care and financial strategies. Jade has worked closely with residents and their families to build trust, address their concerns, and guide them through complex transitions. These experiences taught her the importance of forward-thinking strategies to safeguard assets and ensure peace of mind. In her current role, this translates to helping clients build customized strategies that not only address their immediate needs but also adapt to future challenges, ensuring assets remain protected.

Helping People Protect What Matters Most
Her diverse professional background has prepared her to guide businesses and families through some of life’s most important decisions. By blending empathy, expertise, and a deep understanding of financial strategies, she now helps her clients design strategies that provide confidence for today and security for tomorrow.

She is also actively involved in volunteering and staying informed about the current landscape. When not working, she loves spending time with her family, traveling and having new experiences.

Ready to Start a Conversation?

Protecting your future starts today. Let’s build a strategy that works for you and the people counting on you.

Contact me: (972) 377-5283

Email: jfalldine@ft.newyorklife.com