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Disclosure

James 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 AL, AZ, CA (CA Insurance License #0H23398), CO, CT, FL, LA, MS, ND, OH, OK, TN, and TX. No insurance business may be conducted outside the states referenced.

James 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, 21021 Spring Brook Plaza Dr Ste 210, Spring, TX, 77379, 281-401-8214. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, FL, GA, LA, MS, MT, ND, NM, OK, TN, TX, UT, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

James 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 AR, CA, CO, CT, FL, GA, LA, MS, MT, ND, NM, OK, TN, TX, UT, VA, and WI. 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.

Kyle Renick 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 AR (AR Insurance License #16972243), AZ, CA (CA Insurance License #0M49079), CO, FL, GA, IL, IN, KY, MI, MN, NY, OH, OK, PA, TN, and TX. No insurance business may be conducted outside the states referenced.

Kyle Renick 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, 21021 Spring Brook Plaza Dr Ste 210, Spring, TX, 77379, 281-401-8214. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, KY, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Kyle Renick 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, KY, OH, and TX. 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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New York Life Insurance

James M. Smith

Financial Advisor
  • ABOUT
    • Meet Coach Smith
    • Meet the Team
    • Our Game Plan
    • Strategic Resources
  • EXPERTISE
    • Individual/Family Solutions
    • Business Solutions
    • Insurance and Annuities
    • Investment Management
  • EDUCATION
    • Three Bucket Concept
    • Investment Newsletter
    • Market Watch
    • Calculators
    • Helpful Links
  • CONTACT US
  • CLIENT LOGIN
    • MYTRS Login Screen
    • New York Life
    • NYLIFE Securities
    • Mainstay Funds
    • American Funds

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