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How much Life Insurance do I need?
How much am I spending?
What are the tax advantages of an annuity?
I'm retired, how long will my savings last?
Michael W. McConnell (AR Insurance Lic #859656), Jason McConnell (AR Insurance Lic #7318495) and Vickie Ford(AR Insurance Lic #561997, CA insurance Lic #0m07214) are agents collectively licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Oklahoma, Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Kansas, Iowa, Louisiana, Missouri, New Mexico, Ohio, Oregon, South Carolina, Tennessee, Texas and Utah. No insurance business may be conducted outside these states referenced.
Michael W. McConnell, Jason McConnell and Vickie Ford are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. 2431 E. 61st St., Ste 650, Tulsa, OK 74136, 918-587-3301. In this regard, this communication is strictly intended for individuals residing collectively in the states of Oklahoma, Alabama, Arkansas, California, Colorado, Florida, Georgia, Kansas, Louisiana, Missouri, New Mexico, Oregon, Texas and Utah. No offers may be made or accepted from any resident outside the specific states referenced.
Neither Financial Diagnostics Group and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
Michael W. McConnell is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Oklahoma, Alabama, Arkansas, California, Florida, Louisiana, Missouri, New Mexico, Oregon and Utah. As such, these services are strictly intended for individuals residing in these states.
NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.
For additional information, visit Customer Relationship Summary.pdf