DOLLARS AND SENSE PODCAST

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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, and UT. 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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