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Planning for Farmers and Ranchers Thumbnail

Life Insurance Policy Beneficiary Designations Thumbnail

Private Foundations, Supporting Organizations, and Donor Advised Funds Thumbnail

Qualified Personal Residence Trust Thumbnail

"Recapitalizations: An Often Neglected Estate Planning Tool" Thumbnail

Sale to an Intentionally Defective Irrevocable Trust Thumbnail

Series Limited Liability Company Thumbnail

Supplemental Life Insurance for Retirement Planning Thumbnail

Utilizing Split Dollar to Fund Life Insurance Thumbnail

Supplemental Executive Retirement Plan Thumbnail

Transfer of a Life Insurance Policy to or from a Business Thumbnail

U.S. Reporting Requirements for Foreign Accounts Thumbnail

Life Insurance Premium Financing Thumbnail

199A - Qualified Business Income Deduction Thumbnail

Basic Estate Planning Documents Thumbnail

Charitable Giving Overview and Tax Considerations Thumbnail

Employer Owned Life Insurance Contracts Thumbnail

Planning with a Family Limited Partnership Thumbnail

Grantor Retained Annuity Trust Thumbnail

Nonqualified Deferred Compensation Thumbnail

Disclosure

Andrea Burckhard 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 AK, FL, GA, IL, IN, KY, NC, OH, PA, SC, TN, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Andrea Burckhard 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, 320 E Broad St Ste 1a, Cookeville, TN, 38501, 931-525-5433. In this regard, this communication is strictly intended for individuals residing in the states of AK, IL, KY, NC, OH, TN, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Andrea Burckhard 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 AK, IL, KY, NC, OH, TN, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

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

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.

Grant Burckhard 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 KY, NC, PA, TN, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

Matthew Harper 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 AK, AL, DC, FL, GA, IL, MI, NC, OH, SC, TN, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

Matthew Harper 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, 9724 Kingston Pike Ste 1011, Knoxville, TN, 37922, 865-694-0575. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, GA, IL, IN, MI, NC, NJ, SC, TN, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Harper 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 AL, FL, GA, IL, IN, MI, NC, NJ, SC, TN, TX, UT, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Terry Burckhard 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 state of Tennessee. No insurance business may be conducted outside the state referenced.

Burckhard Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Burckhard Financial Group, LLC 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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