Company Profile and Associate Biographies

Jeff Marsh, 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, AK, AZ, CA (Ins. Lic. # 0I31883), CO, FL, GA, IA, KS, KY, LA, ME, MD, MA, MN, MO, MT, NE, NY, OH, OK, OR, PA, SD, TX, VA, VT, WA, WV & WY.  No insurance business may be conducted outside these states referenced.

Jeff Marsh is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC 120 West 22nd Ave.  Torrington, WY 82240-2302 T (307)532-4130, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CO, ID, KS, LA, NE & WY. No offers may be made or accepted from any resident outside the specific state referenced.

Jeff Marsh is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CO, ID, KS, LA, NE & WY.  As such, these services are strictly intended for individuals residing in the specific states referenced.

Peter Dinardi, CPA, MBA, 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, AK, CA (Ins. Lic. # 0F89230), CO, CT, FL, GA, IL, KS, KY, LA, ME, MD, MA, MI, MN, MO, NC, NM, NY, OH, OK, PA, Puerto Rico, SC, SD, TX, VA, VT, WV & WY.  No insurance business may be conducted outside these states referenced.

Peter Dinardi, CPA, MBA, is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC 1 Suzanne Ln. Pleasantville, NY 10570-1511 T (914) 741-1271, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of NY. No offers may be made or accepted from any resident outside the specific state referenced.

Margit Karkela Parish 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 MN.  No insurance business may be conducted outside these states referenced.

Margit Karkela Parish is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC 7018 103^rd Avenue N, Brooklyn Park, MN   55445  T (612)545-5751, Member FINRA/SIPC, a licensed insurance agency.  In this regard, this communication is strictly intended for individuals residing in the state of MN.  No offers may be made or accepted from any resident outside the specific state referenced.

Neither BOLI Strategic Partners,  New York Life Insurance Company, NYLIFE Securities LLC nor Eagle Strategies LLC, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

BOLI Strategic Partners is not owned or operated by NYLIFE Securities LLC or its affiliates.