New York Life Insurance Company, 100 N Tryon St, Charlotte, NC 28202, US

We believe that effective inter-generational wealth planning * # takes more than just one specialized professional it takes a team of professionals, each working within their area of experience to achieve the client's goals. In fact, our business relies on that collaboration, and we consistently work side by side with attorneys, CPAs, trustees and wealth managers who entrust us with their clients' life insurance needs. We deliver the appropriate insurance solution and we work to facilitate communication to ultimately help enhance the effectiveness of the team. We work exclusively with affluent families, business owners, and their professional advisory teams. Our experience with these clients has given us an understanding of the specific challenges and concerns they face. The Life Insurance Confidence System ( SM ) is designed to help us objectively and creatively address those needs while making sure our clients understand and are comfortable with our recommendations. Our process helps them to be confident that their insurance structures are continually working in concert with the overall wealth plan. 521 East Morehead St., NC 28202 Charlotte Suite 150 Directions p: 704.334.2700 f 888.375.5475 info@moreheadgroup.com * Securities and * * Investment Advisory Services offered through NFP Securities, Inc, a Broker/Dealer & Member. Morehead Group is a member of Partners Financial, a division of NFP Insurance Services, Inc, which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc # Investment Advisory Services offered through IFG Russell Advisors, Inc a Registered Investment Advisor. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Securities, Inc Compliance Department at 512-697-6000. PLEASE NOTE: The links are being provided strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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