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Disclosure

F Surles 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 #0F71305), CO, DC, GA, LA, MS, NY, PA, and TX. No insurance business may be conducted outside the states referenced.

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

F Surles 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, 2121 Sage Rd Ste 355, Houston, TX, 77056, 713-572-0091. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

F Surles 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 state of Texas. As such, these services are strictly intended for individuals residing in the state referenced.

F Surles 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.

THE FORREST GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither THE FORREST 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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