Resources

You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.

Disclosure

Jeffrey 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 AK, AR (AR Insurance License #576978), CO, KS, MN, NE, NY, TX, and WY. No insurance business may be conducted outside the states referenced.

Jeffrey Marsh 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, 120 W 22nd Ave, Torrington, WY, 82240, 307-532-4130. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, ID, KS, LA, NE, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

BOLI STRATEGIC PARTNERS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BOLI STRATEGIC PARTNERS 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.​