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                          CONCEPT PIECES

                          Planning for Farmers and Ranchers Thumbnail
                          Planning for Non-US Citizens
                          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
                          Spousal Lifetime Access Trust Thumbnail
                          Supplemental Life Insurance for Retirement Planning Thumbnail
                          Special Needs Trust Thumbnail
                          Utilizing Split Dollar to Fund Life Insurance Thumbnail
                          Supplemental Executive Retirement Plan Thumbnail
                          Transfer for Value Rule 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
                          Asset Protection Strategies Thumbnail
                          Asset Protection Trusts Thumbnail
                          Asset Titling Thumbnail
                          Basic Estate Planning Documents Thumbnail
                          Business Valuation Concepts Thumbnail
                          Buy-Sell Agreements Thumbnail
                          Charitable Giving Overview and Tax Considerations Thumbnail
                          Charitable Lead Trusts Thumbnail
                          Charitable Remainder Trusts Thumbnail
                          Deferred Income Plan Thumbnail
                          Dynasty Trust Planning Thumbnail
                          Employer Owned Life Insurance Contracts Thumbnail
                          Executive Bonus Agreement Thumbnail
                          Expatriation Tax Thumbnail
                          Planning with a Family Limited Partnership Thumbnail
                          Grantor Retained Annuity Trust Thumbnail
                          Government Benefits Thumbnail
                          Installment Sales Thumbnail
                          Irrevocable Trust Thumbnail
                          Lifetime Gifting 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, 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, and TN. 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, and TN. 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, 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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                          • WHO WE ARE
                            • Meet Our Team
                              • Community Involvement
                                • Testimonials
                                  • Our Story
                                    • Awards and Designations
                                      • Events
                                      • WHAT WE DO
                                        • Who We Serve
                                          • Suite of Services
                                          • HOW WE DO IT
                                            • Our Process
                                              • The Nautilus Advantage
                                                • Strategic Alliances
                                                • GET IN TOUCH
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