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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
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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Lori Kaplan (CA Insurance License #0L67421).

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. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

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. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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