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© 2025 New York Life Insurance Company. All rights reserved.

Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

Disclosure

Sam Winward 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 AR (AR Insurance License #7504195), AZ, CA (CA Insurance License #0K07885), CO, ID, KS, MT, NC, NV, OK, TN, TX, UT, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sam Winward is licensed and authorized to offer insurance in California and Arkansas, but Winward Financial Insurance & Investment may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

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, 110 E Main St, Wellsville, UT, 84339, 435-245-3035. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, ID, NV, OK, TN, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

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 AR, AZ, CA, CO, ID, NV, OK, TN, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

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

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

Neither Winward Financial Insurance & Investment 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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Top Logo
  • ABOUT US
    • Why Winward Financial?
    • Meet Sam Winward
    • Meet Our Staff
    • Strategic Alliances
  • WHAT WE DO
    • Medicare & Health Insurance
    • Retirement Planning
    • Financial Planning & Investments
    • Life & Disability Insurance
    • Business Planning
  • HOW WE WORK
    • Our Holistic Process
    • Partnering with Other Professionals
  • NEWS & MEDIA
    • Dollars & Sense Podcast
    • Recommended Reading
    • Investment Newsletter
    • Educational Videos
    • Helpful Links
  • GET IN TOUCH
    • Our Location
    • Schedule a Consultation
    • Refer a Friend
  • CLIENT LOGIN
    • eMoney
    • Eagle Strategies
    • New York Life
    • Mainstay Funds
    • American Funds

Copyright . New York Life Insurance Company. All Rights Reserved.

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