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Disclosure

Boyd Phillips 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 AZ, CA (CA Insurance License #0M70792), DC, DE, GA, IA, ID, IL, MD, MI, NC, NJ, NV, NY, OH, OR, SC, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

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

Boyd Phillips 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, 195 S Main St Ste A, Marion, NC, 28752, 828-652-8559. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, GA, IA, LA, MA, MI, NC, NY, OH, PA, SC, TN, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Boyd Phillips 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, DE, GA, IA, LA, MA, MI, NC, NY, OH, PA, SC, TN, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

PHILLIPS FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither PHILLIPS 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.

Click here
New York Life Insurance
PHILLIPS FINANCIAL GROUP, LLC

Boyd R. Phillips

Financial Advisor

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  • WHO WE ARE
    • OUR TEAM
    • OUR ALLIANCES
    • COMMUNITY INVOLVEMENT
    • WHERE WE DO BUSINESS
  • WHAT WE DO
    • OUR HOLISTIC APPROACH
    • BUSINESS SOLUTIONS
    • PERSONAL SOLUTIONS
    • RETIREMENT SOLUTIONS
    • INVESTMENT MANAGEMENT
    • INSURANCE AND ANNUITIES
  • CLIENT EDUCATION
    • NEWSLETTERS
    • VIDEO LIBRARY
    • CALCULATORS
    • HELPFUL LINKS
  • GET IN TOUCH
    • GET IN TOUCH
    • CONNECT ON LINKEDIN
    • CONNECT ON FACEBOOK

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