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Disclosure

Joan Burt 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 AZ, CA (CA Insurance License #0I52736), MT, NV, and WA. No insurance business may be conducted outside the states referenced.

Joan Burt 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, 525 Armory Rd, Whitefish, MT, 59937, 408-234-2263. In this regard, this communication is strictly intended for individuals residing in the states of CA, MT, and NV. No offers may be made or accepted from any resident outside the specific 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
    • About New York Life
    • My Background
    • Long-Term Care Insurance
    • NYLIAC Asset Preserver
    • Life Insurance with Chronic Care Rider
  • Products & Services
    • Products
    • Our Services
    • Advanced Planning Resources
  • Resources
    • Calculators
    • Articles
    • Life Stages
    • Business Solutions
    • Tax Resources
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