Annual Tax Strategies Seminar

Jerome Timmermann and Andrew Branz (California Insurance License Number 4033322) are collectively licensed to offer insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Alabama, Arizona, California), Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Missouri, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Wisconsin and West Virginia. No insurance business may be conducted outside this/these state(s) referenced.

Jerome Timmermann and Andrew Branz are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Missouri, North Carolina, New Jersey, Pennsylvania, Ohio, South Carolina, Tennessee, Texas, West Virginia and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The Timmermann Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Jerome Timmermann and Andrew Branz are also separately registered as an Investment Adviser Representatives, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Missouri, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas and Wisconsin. As such, these services are strictly intended for individuals residing in these states.

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

MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.