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                  Disclosure

                  Kaysi Whelan 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 #0M82674), OR, TX, and WA. No insurance business may be conducted outside the states referenced.

                  As a New York Life Agent, Kaysi Whelan is licensed and authorized to offer insurance in California, but Ritrovare Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

                  Kaysi Whelan 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, 4900 Sw Griffith Dr Ste 121, Beaverton, OR, 97005, 503-987-3363. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                  Kaysi Whelan 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 AZ, CA, OR, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                  Ritrovare Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                  Neither Ritrovare Financial & Insurance Solutions 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.

                  Click here
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