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James Allen and Jenilee Wirtz are collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states AL, CT, IN, MA, NY. No insurance business may be conducted outside these states referenced.

James Allen and Jenilee Wirtz are Registered Representatives collectively licensed to offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 360 Bloomfield Ave, Suite 402 Windsor CT 060905 860-285-8884 In this regard, this communication is strictly intended for individuals residing in the states of AL, CT, FL, MA, MS, NY. No offers may be made or accepted from any resident outside the specific states referenced.

James Allen is also registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AL, FL, MA, ME, NC, RI, AND SC. As such, these services are strictly intended for individuals residing in these states. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Insurance companies.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.

The Allen Financial Group is not owned or operated by NYLIFE Securities LLC, Eagle Strategies LLC or any of their affiliates.

Neither The Allen Financial Group and its employees, NYLIFE Securities LLC, Eagle Strategies LLC or any of  their affiliates provide tax advice. Please consult your own tax professional regarding your situation. NYLIFE Securities and Eagle Strategies are New York Life companies.