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Paul Haye 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 AR (AR Insurance License #965899), AZ, CA (CA Insurance License #0L23377), CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MT, NC, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Paul Haye is licensed and authorized to offer insurance in California and Arkansas, but Heritage Planners may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Paul Haye 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, 1684 Woodlands Dr Ste 105, Maumee, OH, 43537, 419-887-4707. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MT, NC, NH, NJ, NM, OH, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Haye 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 AR, AZ, CA, CO, FL, GA, IL, IN, KY, MI, MT, NC, NH, NJ, NM, OH, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Paul Haye is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Timothy Haye 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 AR (AR Insurance License #17351406), CO, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, NC, NV, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Timothy Haye is licensed and authorized to offer insurance in Arkansas, but Heritage Planners may not be. For additional information on Arkansas licensure status, please click here.

Timothy Haye 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, 4032 N Holland Sylvania Rd, Toledo, OH, 43623. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NV, NY, OH, PA, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Timothy Haye 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 AR, CA, CO, FL, GA, IA, IL, IN, MI, MN, NC, NV, NY, OH, PA, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Timothy Haye is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Louis Fahrbach 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 AZ, CO, IN, MD, MI, MT, NM, and OH. No insurance business may be conducted outside the states referenced.

Louis Fahrbach 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, 1684 Woodlands Dr Ste 105, Maumee, OH, 43537, 419-350-0317. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IN, MD, MI, NM, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Louis Fahrbach 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 AZ, CA, CO, IN, MD, MI, NM, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

Heritage Planners is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Heritage Planners 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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Heritage Planners

Paul J. Haye

Financial Advisor

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For additional information, visit Customer Relationship Summary.pdf