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© 2025 New York Life Insurance Company. All rights reserved.

Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

Disclosure

Brian Shea 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 #0M49329), CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Brian Shea is licensed and authorized to offer insurance in California, but TACTICAL FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Brian Shea 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, 1954 Greenspring Dr Ste 700, Timonium, MD, 21093, 410-302-2992. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Brian Shea 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, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, NM, NY, PA, SC, TN, TX, VA, VT, WA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Jesse Portello 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 FL, GA, NC, NJ, NV, NY, PA, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Jesse Portello 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, 1 World Trade Center 285 Fulton Street 39th Floor, New York, NY, 10007, 212-261-0200. In this regard, this communication is strictly intended for individuals residing in the states of FL, NJ, NV, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Malone 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, FL, MD, MI, NJ, NV, NY, PA, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Ryan Malone 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, One World Trade Center 285 Fulton Street 39th Floor, New York, NY, 10007, 212-261-0200. In this regard, this communication is strictly intended for individuals residing in the states of NV, and NY. No offers may be made or accepted from any resident outside the specific 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.

Mark Davis 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 #4177782), DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mark Davis is licensed and authorized to offer insurance in California, but TACTICAL FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Mark Davis 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, 2712 Hunting Ridge Ct, Baldwin, MD, 21013, 443-802-5948. In this regard, this communication is strictly intended for individuals residing in the states of CA, and MD. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Ward 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, and IL. No insurance business may be conducted outside the states referenced.

Joseph Ward 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, 1650 Lake Cook Rd Ste 500, Deerfield, IL, 60015, 815-570-7068. In this regard, this communication is strictly intended for individuals residing in the states of CO, and IL. No offers may be made or accepted from any resident outside the specific states referenced.

TACTICAL FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither TACTICAL FINANCIAL GROUP 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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