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Initial meeting, consideration & data collection, discovery, design, recommendation (draft/final), plan implementation, and periodic review as a circle of steps

Disclosure

Keith Baker II 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 CA (CA Insurance License #0D48747), FL, MD, MI, MN, NV, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Keith Baker II is licensed and authorized to offer insurance in California, but KEITH A. BAKER AND ASSOCIATES may not be. For additional information on California licensure status, please click here.

Keith Baker II 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, 3833 S Texas Ave Ste 108, Bryan, TX, 77802, 979-764-1532. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MD, MN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Keith Baker II 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 CA, FL, MD, MN, TX, VA, 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.

KEITH A. BAKER AND ASSOCIATES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither KEITH A. BAKER AND ASSOCIATES 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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