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Disclosure

is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of . No insurance business may be conducted outside the state referenced.

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, 310-663-4637. In this regard, this communication is strictly intended for individuals residing in the state of . No offers may be made or accepted from any resident outside the specific state referenced.

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 state of . As such, these services are strictly intended for individuals residing in the state referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • Home
  • About Eagle Strategies
    • About Eagle Strategies Page
    • Advanced Planning Group
    • Schedule an Appointment
  • Protection
    • Prepare Today, Enjoy Tomorrow
    • Risk Management
    • Life Insurance
    • Long Term Care Insurance
    • Schedule an Appointment
  • Retirement
    • Retirement Planning
    • Create a Plan to Achieve Your Goals
    • Schedule an Appointment
  • Investing Essentials
    • Investing Essentials
    • Wealth Management
    • Create a Plan to Achieve Your Goals
    • Calculators
    • Schedule an Appointment
  • Estate
    • Estate Planning
    • Charitable Planning
    • Dress Rehearsal
    • Schedule an Appointment
  • Business Owner Financial Planning
    • Power of the Entrepreneur
    • Small Business Solutions
    • Value of Key Employees
    • Business Exit Planning
    • Schedule an Appointment
  • Resources
    • New York Life Account
    • Eagle Strategies Account
    • Wealth Management Solution
    • Schedule an Appointment

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