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Disclosure

Yogesh Khatri 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 #0B61892), DC, FL, GA, IL, IN, MI, NC, NJ, NY, PA, TN, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Yogesh Khatri is licensed and authorized to offer insurance in California, but Y. K. INSURANCE & FINANCIAL SERVICES may not be. For additional information on California licensure status, please click here.

Yogesh Khatri 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, 135 S 84th St Ste 400, Milwaukee, WI, 53214, 414-467-3032. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, IL, IN, MS, NC, NJ, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Yogesh Khatri 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 AZ, CA, FL, GA, IL, IN, MS, NC, NJ, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Y. K. INSURANCE & FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Y. K. INSURANCE & FINANCIAL SERVICES 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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  • About Us
    • My Background
    • Investment Advisory Services
  • Financial Solutions
    • Products
    • Our Services
    • Business Solutions
    • Advanced Planning Resources
  • Resources
    • Life Stages
    • Calculators
    • Articles
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
    • Envestnet Client Portal
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