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                                      Disclosure

                                      Sarah Smith 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 FL, GA, IL, KY, NC, NY, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

                                      Sarah Smith 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, 340 S Beach St Ste 113, Daytona Beach, FL, 32114. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, IL, MN, NC, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

                                      Sarah Smith 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, CT, FL, GA, IL, MN, NC, SC, TN, TX, VA, and WV. As such, these services are strictly intended for individuals residing in the states 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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                                      • About Us
                                        • Why Choose Us
                                          • Meet Our Team
                                            • Strategic Alliances
                                            • Our Services
                                              • Financial Planning
                                                • Investment Management
                                                  • Retirement Planning
                                                    • Tax, Settlement & Inheritance Planning
                                                      • Protection Planning
                                                      • Our Process
                                                        • Financial Solutions
                                                          • Wealth Management
                                                            • Asset Preservation
                                                              • Risk Management
                                                              • Resources
                                                                • Calculators
                                                                  • Tax Resources
                                                                  • Account Access
                                                                    • NYL Online Account
                                                                      • NYLIFE Securities
                                                                        • MainStay Mutual Funds
                                                                          • eMoney
                                                                          • Contact Us

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                                                                            NYLIFE Securities LLC, Member FINRA/SIPC.

                                                                            For additional information, visit Customer Relationship Summary.pdf