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                              Disclosure

                              James Whittaker 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 AR (AR Insurance License #16961152), CO, KS, MO, OK, OR, and TX. No insurance business may be conducted outside the states referenced.

                              James Whittaker 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, 120 E 9th St Ste 201a, Lawrence, KS, 66044, 913-269-8356. In this regard, this communication is strictly intended for individuals residing in the states of CO, KS, MN, MO, OK, and TX. 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
                                    • Your Role
                                    • Products & Services
                                      • Our Services
                                        • My Services
                                          • Advanced Planning Resources
                                          • Resources
                                            • Calculators
                                              • Articles
                                                • Life Stages
                                                  • Business Solutions
                                                    • Tax Resources
                                                    • Account Access
                                                      • NYL Online Account
                                                        • NYLIFE Securities
                                                          • MainStay Mutual Funds
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