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Pat Phelan, CFP^®, ChFC^®, CLU^®, CLTC^®, WMCP^®, RICP^®

Pat@WhiteCapCapeCod.com

Simon Bloomfield ChFC^®, LUTCF^®

Simon@WhiteCapCapeCod.com

Disclosure

Simon Bloomfield 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 CT, FL, MA, ME, NY, SC, and WA. No insurance business may be conducted outside the states referenced.

Simon Bloomfield 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, 2091 Main St, Brewster, MA, 02631, 508-237-4810. In this regard, this communication is strictly intended for individuals residing in the states of FL, MA, NY, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Simon Bloomfield 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 FL, MA, NY, and WA. 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.

White Cap Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither White Cap Financial & Insurance Services 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.

WHO WE ARE
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Copyright . New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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