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Disclosure

Lori Kaplan 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 states of AZ, CA (CA Insurance License #0L67421), CO, DE, FL, GA, IL, IN, LA, MD, MI, MS, NC, NV, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Lori Kaplan 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, 6100 Oak Tree Blvd Ste 300, Independence, OH, 44131, 216-896-9985. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, MD, MI, NC, NY, OH, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Lori Kaplan 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 AZ, CA, CO, FL, GA, IL, MD, MI, NC, NY, OH, PA, and TX. 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.

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 Us
    • My Background
    • My Mission
    • About Eagle Strategies
  • Financial Solutions
    • Products
    • Our Services
    • Advanced Planning Resources
  • Resources
    • Calculators
    • Life Stages
    • Business Solutions
    • Articles
    • Whole Life as a Financial Asset Class
    • The Eagle Edge Quarterly Newsletter
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
  • Contact Us

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