Your Role

Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. 

It’s important to

  • Get acquainted. Please contact me to arrange a meeting to review your situation and discuss the products and services that can help you.

  • Educate your agent. Don't expect me to be a mind reader. I may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask me for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.

Disclosure

Mathew Steward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I11665), CO, FL, GA, ID, KS, LA, MD, MO, NC, NV, NY, OH, OR, PA, SC, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mathew Steward is licensed and authorized to offer insurance in California, but STEWARDSHIP FINANCIAL GROUP, INC. may not be. For additional information on California licensure status, please click here.

Mathew Steward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3000 Bayport Dr Ste 1100, Tampa, FL, 33607, 813-244-7177. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, ID, KY, MD, NC, NV, NY, OH, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Mathew Steward is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, ID, KY, MD, NC, NV, NY, OH, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

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.

STEWARDSHIP FINANCIAL GROUP, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither STEWARDSHIP FINANCIAL GROUP, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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