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Disclosure

Carson Stephens 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 CO, HI, MO, OK, TX, and VA. No insurance business may be conducted outside the states referenced.

Carson Stephens 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, 209 Salado Creek Pl, Salado, TX, 76571, 512-321-9524. In this regard, this communication is strictly intended for individuals residing in the states of CO, OK, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Carson Stephens 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 CO, OK, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

CARSON STEPHENS CAPITAL STRATEGIES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CARSON STEPHENS CAPITAL STRATEGIES 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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