Advanced Planning Resource

David Eddy (AR Insurance license #17103705), Alec Berrey, and John York (AR Insurance license #19859441) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AR, AZ, FL, IA, LA, MO, OK, TN, TX. No insurance business may be conducted outside of these states referenced.

David Edd, Alec Berrey, and John York are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 2600 Network Blvd, Suite 130, Frisco, TX, 75034. 972-377-5209. In this regard, this communication is strictly intended for individuals residing collectively in the states of AR, AZ, FL, IA, KS, LA, MO, OH, OK, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

David Eddy is also a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of AR, AZ, CO, FL, IN, LA, MO, MS, NC, NE, NM, OK, TN and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither Eighteen Financial Group and its employees, nor New York Life or its subsidiaries and affiliates, provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Eighteen Financial Group, LLC is not owned or operated by NYLIFE Securities LLC, Eagle Strategies LLC, or their affiliates.

*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.