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Heir Associates

Robert E. Reich

CEO
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    • COMMUNITY & INDUSTRY INVOLVEMENT
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  • SOLUTIONS
    • PERSONAL SOLUTIONS
    • BUSINESS SOLUTIONS
    • LIFE PLAN STRATEGIES FOR YOUR BUSINESS
    • NAVIGATING INCOME TAX
    • LIFETIME OF HOPE
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Disclosure

Robert Reich 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 #0H34950), HI, KS, MA, NV, OK, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Reich is licensed and authorized to offer insurance in California, but Heir Associates may not be. For additional information on California licensure status, please click here.

Robert Reich 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, 733 Bishop St Ste 2200, Honolulu, HI, 96813, 808-227-2581. In this regard, this communication is strictly intended for individuals residing in the states of CA, HI, OH, and OK. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Reich is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Stanley Schofield 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, AL, CA (CA Insurance License #4004165), CO, FL, HI, IL, KS, KY, LA, MA, MI, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

Stanley Schofield 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, 170404 N 2740 Rd, Duncan, OK, 73533, 520-266-2966. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, HI, KS, NC, NM, NY, OK, TX, VA, and WA. 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.

Danny Li 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 #0H34176), CO, FL, HI, KS, MA, MO, MT, OH, OK, OR, PA, TX, WA, and WI. No insurance business may be conducted outside the states referenced.

Danny Li 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, 4320 Hanwell Dr, Frisco, TX, 75034, 626-321-5504. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, HI, KS, NM, NY, OH, OK, OR, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Danny Li 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 AL, CA, CO, FL, HI, KS, NM, NY, OH, OK, OR, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Heir Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Heir Associates 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.

Click here
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  • ABOUT
    • OUR TEAM
    • COMMUNITY & INDUSTRY INVOLVEMENT
    • STRATEGIC RESOURCES
    • OUR HOLISTIC PROCESS
  • SOLUTIONS
    • PERSONAL SOLUTIONS
    • BUSINESS SOLUTIONS
    • LIFE PLAN STRATEGIES FOR YOUR BUSINESS
    • NAVIGATING INCOME TAX
    • LIFETIME OF HOPE
  • EDUCATION
    • NEWSLETTERS
  • GET IN TOUCH

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