Reducing Taxes

Jared Brown is an agent of and 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 MT. No insurance business may be conducted outside these states referenced.

David Wolter and Peter Anderson are Agents with New York Life Insurance Company. David Wolter is licensed in Idaho, Montana, Utah, and Washington, while Peter Anderson is licensed in Montana. 

Jared Brown is also 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, 117 10th Street North, Great Falls, MT 59401,(406) 952-0096. In this regard, this communication is strictly intended for individuals residing in the state of MT. No offers may be made or accepted from any resident outside the specific state referenced.

Pathwise Partners is not owned or operated by New York Life Insurance Company or its affiliates.

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