Annual Review Form

Tamara Burke and Zachary Burke (CA Insurance License #0F44537 and #0L13051) are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies, Tamara Burke in the states of AL, AK, AZ, CA, CO, FL, HI, ID, IL, IN, IA, KS, ME, MI, MN, MT, ND, NE, NH, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WV, WI,WY; and Zachary Burke in the states of AK, AZ, CA, CO, FL, ID, IN, IA, KS, ME, MN, MT, ND, NE, NH, NY, OK, OR, PA, SD, TX, UT, WV, WI,WY. No insurance business may be conducted outside this/these state/s/ referenced.

Tamara Burke CA Insurance License # 0F44537

Zachary Burke CA Insurance License #0L13051

* Tamara Burke is registered as investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of  AL, AK, AZ, CA, CO, FL, HI, ID, IL, IN, IA, KS, ME, MI, MN, MT, ND, NE, NH, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WV, WI,WY. As such, these services are strictly intended for individuals residing in the specific state/s/ referenced.

Tamara Burke and Zachary Burke are Registered Representatives of and collectively offering securities products & services through NYLIFE Securities LLC 330 W. Illinois PO Box 157, Spearfish, SD 57783 (605) 642-7747, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard,Tamara Burke in the states of AL, AK, AZ, CA, CO, FL, HI, ID, IL, IN, IA, KS, ME, MI, MN, MT, ND, NE, NH, NM, NV, NY, OK, OR, PA, SD, TN, TX, UT, WA, WV, WI,WY; and Zachary Burke in the states of AK, AZ, CA, CO, FL, ID, IN, IA, KS, ME, MN, MT, ND, NE, NH, NY, OK, OR, PA, SD, TX, UT, WV, WI,WY. As such, these services are strictly intended for individuals residing in the specific state/s/ referenced.  No offers may be made or accepted from any resident outside the specific state/s/ referenced.

Tamara Burke is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Financial Benefits, Inc., is not owned or operated by NYLIFE Securities LLC or its affiliates

Tamara Burke and Zachary Burke are licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.