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Caleb Harty and Brendan Harty are agents, collectively 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 MA, ME, NC and NH. No insurance business may be conducted outside this/these states referenced.

Caleb Harty and Brendan Harty are Registered Representatives, collectively, of and offers securities products & services through NYLIFE Securities LLC, MemberFINRA/SIPC, a licensed insurance agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of MA, ME, and NH. No offers may be made or accepted from any resident outside the specific states referenced.

Caleb Harty and Brendan Harty are Financial Advisors, collectively, offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the state of MA. As such, these services are strictly intended for individuals residing in the states referenced.

Plan for Security and Harty Financial LLC is not owned or operated by NYLIFE Securities LLC or any Affiliates.

¹Neither Plan for Security, nor Harty Financial, its staff nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decision.

²Accessing cash value will reduce the available cash surrender value and death benefit.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.