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Disclosure

Donald Marks(CA Insurance License #0L45686) and Steven Ingram 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 CA, FL, IL, NC, NY, SC, and TX. No insurance business may be conducted outside these states referenced.

Donald Marks and Steven Ingram are Registered Representative of and offer 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 CA, FL, IL, NC, NY, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

INGRAM & MARKS FINANCIAL RESOURCES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither INGRAM & MARKS FINANCIAL RESOURCES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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INGRAM & MARKS FINANCIAL RESOURCES Logo
  • ABOUT
    • Meet Our Team
    • Strategic Alliances
    • Our Process
  • EXPERTISE
    • Services for Individuals and Families
    • Services for Business Owners
    • Services for Pre-Retirees and Retirees
    • Investment Management
  • EDUCATION
    • Investment Newsletter
    • Calculators
    • Helpful Links
  • CLIENT LOGIN
    • Eagle Strategies
    • NYLI Funds
    • New York Life
  • CONTACT US
    • Location and Contact
    • Schedule a Meeting

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