Advanced Planning

SARAH B. PEREZ 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 FL, MA, NH, NJ, NY, OH, TX, and VA. No insurance business may be conducted outside the specific states referenced.

¹SARAH B. PEREZ  is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency & New York LIfe Company. In this regard, this communication is strictly intended for individuals residing in the states of FL, MA, and NY. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.

²Products available through one or more carriers not affiliated with New York Life Insurance Company,
dependent on carrier authorization and product availability in your state or locality.

PEREZ Insurance & Financial Services LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither PEREZ Insurance & Financial Services LLC, its staff, nor New York Life Insurance Company, nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

SARAH B. PEREZ is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.