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Stuart Birkel 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 AL, AR (AR Insurance License #2366129), AZ, CA (CA Insurance License #0M27172), CO, DC, DE, FL, GA, HI, IA, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Stuart Birkel is licensed and authorized to offer insurance in California and Arkansas, but Waterside Financial Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Stuart Birkel 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, 409 Duke St Ste 101, Norfolk, VA, 23510, 757-628-1859. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, CA, CO, DC, DE, FL, GA, HI, KS, MA, MD, MI, MN, MO, NC, NM, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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.

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

Neither Waterside 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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