Dollars and Sense Podcast

Sam Winward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA (CA Insurance Lic. #0K07885), ID, TX, UT, and WY. No insurance business may be conducted outside of these states referenced.

Sam Winward 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. In this regard, this communication is strictly intended for individuals residing in the states of UT, ID and CA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Neither Winward Financial 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.

Sam Winward 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 UT, ID, and CA. As such, these services are strictly intended for individuals residing in the states referenced.

Winward Financial is not owned or operated by NYLIFE Securities, Eagle Strategies or any of their affiliates.