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Disclosure

Rebecca Gorrell 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 AR (AR Insurance License #9082126), AZ, CA (CA Insurance License #0I36854), CO, FL, IA, IL, IN, KS, MN, MO, NC, NE, OH, SD, TX, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Rebecca Gorrell is licensed and authorized to offer insurance in California and Arkansas, but PIVOT Wealth and Insurance Strategies, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Rebecca Gorrell 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, 8000 W Interstate 10 Ste 800, San Antonio, TX, 78230, 913-661-7229. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IL, KS, MN, MO, NC, SD, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Rebecca Gorrell 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 AR, CA, CO, FL, IA, IL, KS, MN, MO, NC, SD, TX, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

PIVOT Wealth and Insurance Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither PIVOT Wealth and Insurance Strategies, 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.

Click here

LET'S MEET

8000 WIH 10 W Ste 800

San Antonio, TX 78230

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LET'S TALK

(913) 661-7229
info@PivotWIS.com
  • Why Pivot
    • Why Pivot
    • Live Well
    • Our Focus
    • Our Process
    • Our Team
  • Pivot Can Help
    • Pivot Can Help
    • Financial Review
    • Business Solutions
    • Individual & Family Solutions
    • Life Stages
  • Pivot Client Resources
    • Pivot Client Resources
    • Meeting Preparation
    • Calculators
    • Mainstay Market Pulse
    • Helpful Links
  • Pivot Events and Education
  • Strategic Resources
  • Schedule a Meeting
  • Client Login
    • NYL Virtual Service Center
    • NYLIFE Securities
    • American Funds
    • Mainstay Funds
    • Met Life
  • Contact Us

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