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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, 225-925-8312. 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.

is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

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.

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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  • ABOUT
    • Ellis Insurance & Financial Group
    • Strategic Resources
    • Our Process
  • SERVICES
    • Business Services
    • Personal Services
    • Investment Management
  • CLIENT RESOURCES
    • Client Forms
    • Nautilus Blog
    • Guideposts
    • Newsletters & Articles
    • Calculators
    • Helpful Links
  • LOCATION & CONTACT
    • Staff Directory
    • Map & Direction
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NYLIFE Securities LLC, Member FINRA/SIPC.

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