Disclosure

Reza Sadeghi 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 CA (CA Insurance License #0I32965), CT, DE, FL, MD, NJ, NY, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Reza Sadeghi 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, 3116 La Casa Ct, Thousand Oaks, CA, 91362. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DE, MI, NJ, NY, TN, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

SOAP NOTE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SOAP NOTE 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.