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Disclosure

Nathaniel Workentine is an agent 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 AK, CO, FL, IA, KS, MN, MO, NE, NM, OR, VA, and WI. No insurance business may be conducted outside the states referenced.

Nathaniel Workentine 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, 1221 N St Ste 800, Lincoln, NE, 68508. In this regard, this communication is strictly intended for individuals residing in the states of AK, CO, FL, IA, KS, MN, MO, NE, NM, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Nathaniel Workentine 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 AK, CO, FL, IA, KS, MN, MO, NE, NM, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Megan Baer is an agent 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 AK, CA (CA Insurance License #4042523), CO, FL, IN, KS, LA, MN, MO, NE, NJ, NM, NV, NY, OR, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Megan Baer is licensed and authorized to offer insurance in California, but TANDEM FINANCIAL TEAM LLC may not be. For additional information on California licensure status, please click here.

Megan Baer 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, 1221 N St Ste 800, Lincoln, NE, 68508, 402-413-8326. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, IA, KS, MN, NE, NM, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

TANDEM FINANCIAL TEAM LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TANDEM FINANCIAL TEAM LLC nor its associates are in the business of offering 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.

Click here
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