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Disclosure

Don Joe 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, AL, CA (CA Insurance License #0M99183), FL, LA, MI, MS, NY, PA, TN, and TX. No insurance business may be conducted outside the states referenced.

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

Don Joe 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, 303 Cotton Row Ste 103, Cleveland, MS, 38732, 662-402-8616. In this regard, this communication is strictly intended for individuals residing in the states of MS, PA, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Samuel Joe 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 of . No insurance business may be conducted outside the referenced.

COMPASS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither COMPASS FINANCIAL STRATEGIES, 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.

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  • About Us
    • My Background
    • Our Team
  • Products & Services
    • For Professional Advisors
    • Business Solutions
    • Advanced Planning Resources
    • Products
    • Our Services
  • Resources
    • Life Stages
    • Calculators
    • Articles
    • Tax Resources
    • Videos
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
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