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Strategic Alliances

 

Eagle Strategies, LLC

Through Eagle Strategies, Karan Murugesu, CHFC® provides fee-based financial planning, investment advisory services and access to investment management programs. 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 Insurance Company.

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New York Life

The team at Integrated Financial and their fellow financial professionals 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 one of the largest mutual individual life insurance companies in the United States* and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 6/22/2022)

Ash Brokerage

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Karan Murugesu (CA Insurance Lic # 0H30687), and Bhuvana V.Iyer are Agents 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 of NJ, NY, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

*Karan Murugesu is a Registered Representative of and offer 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 CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

1Karan Murugesu is a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, NJ, NY and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents/affiliates or Ameriwealth Financial Group, LLC or its agents or employees provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Karan Murugesu can offer AARP products.The Products offered as a part of the AARP Life Insurance and Annuity Program are issued by New York Life and its affiliate. AARP and its affiliates are not insurers does not employ or endorse agents, producers or brokers.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

 


Copyright 2023. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Karan Murugesu (CA Insurance Lic # 0H30687), Gerard St-Cyr, and Bhuvana V. Iyer are Agents 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 of NJ, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

Karan Murugesu and Gerard St-Cyr are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu and Gerard St-Cyr are Financial Advisors for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor Ameriwealth Financial Group, LLC provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA / SIPC.

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