Estate Planning Buckets

Tom Sunny (CA Insurance License #0M96825) is an Agent of and 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 AZ, CA, CO, FL, IA, IL, KS, IN, MD, MI, MN, MO, NJ, NY, OK, OH, PA, SC, TX, VA, WA and WI. No insurance business may be conducted outside these states referenced.

Tom Sunny 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. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, KS, IN, MD, MN, MO, NJ, NY, OK, OH, PA, SC, TX, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Tom Sunny 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 state of Illinois. As such, these services are strictly intended for individuals residing in the state of AZ, CA, CO, FL, IA, IL, KS, IN, MD, MI, MN, MO, NJ, NY, OK, OH, PA, SC, VA WA, and WI.

Sunny Financial Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates and does not provide tax, legal or accounting advice.