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The Nautilus Group®, a service of New York Life Insurance Company, is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group® David has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

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Eagle Strategies provides David and Nick with professional oversight of fee-based financial planning and investment advisory practices. Eagle Strategies, LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

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Over the past 40 years, Ash Brokerage Corporation has grown into one of the largest privately owned insurance brokerage agencies in the nation. We are proud to work with Ash Brokerage on certain life insurance, long term care, and disability insurance cases. Their utilization of an in-house medical director and a large team of underwriters allows them to quickly and effectively assess even the most complicated impaired risk cases.

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David and Nick are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18.

*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/18. For methodology, please see http://fortune.com/fortune500/

David A. Hjorth, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CPA, CLTC® are partners of DH Financial & Insurance Services, and collectively provide investment advisory services as Financial Advisers through Eagle Strategies LLC, a Registered Investment Adviser, in the states of Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Maine, Missouri, New Jersey, New Mexico, New York, Oregon, North Carolina, South Carolina, Texas, Washington, and Wisconsin.

David A. Hjorth, CA Ins. Lic. # 0435847, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CA Ins. Lic. # 0E08770, CPA, CLTC® are separately licensed as agents with New York Life Insurance Company to collectively sell insurance. David A. Hjorth and Nicholas D. Hjorth are licensed in the states of Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Missouri, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, Texas, and Washington. No insurance business may be conducted outside these states.

David A. Hjorth, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CPA, CLTC® are also Registered Representatives collectively offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, in the states of AZ, CA, CO, CT, FL, IA, ID, IL, MO, NC, NJ, NM, NY, OR, SC, TX, WA. In this regard, this communication is strictly intended for individuals residing in the states above. No offers may be made or accepted from any resident outside the specific states referenced. DH Financial & Insurance Services are not owned or operated by, or affiliated, with NYLIFE Securities LLC or its affiliates.

DH Financial & Insurance Services, as well as its agents, employees and any affiliates do not provide tax, legal or accounting advice.

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