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“Failing to plan is planning to fail”
- Alan Lakein

NEWSLETTERS

The Eagle Edge

Mainstay Market Pulse

For Professional Advisors

EAGLE EDGE THUMBNAIL

MAINSTAY NEWSLETTER

ADVISORS THUMBNAIL

Disclosure

Mark Lenert 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 AZ, CA (CA Insurance License #0F56851), CO, CT, DC, FL, GA, IL, KS, MD, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mark Lenert is licensed and authorized to offer insurance in California, but Lenert Financial Group may not be. For additional information on California licensure status, please click here.

Mark Lenert 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, 285 Fulton St Fl 39, New York, NY, 10007, 212-261-0223. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Lenert is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Lenert Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lenert Financial Group 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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Copyright . New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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