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Values & Legacy

Values and Legacy

Initial Meeting, Discovery, Design, Recommend, Implement, and Plan Summary as steps on the wheel of Client Service

Focusing on What's Important to You

-Wealth Responsibility

-Protecting Assets

-Asset Continuity

-Philanthropy

-Preserving Important Values

Disclosure

Jan Christensen 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 AZ, CA (CA Insurance License #0A98012), FL, GA, HI, IA, ID, MA, MT, NE, NV, OR, SC, TX, UT, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jan Christensen is licensed and authorized to offer insurance in California, but CHRISTENSEN FINANCIAL AND INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Jan Christensen is 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, 10421 S Jordan Gtwy Ste 600, South Jordan, UT, 84095, 801-523-2346. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, GA, HI, IA, ID, MA, MT, NE, OR, SC, TX, UT, VT, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Jan Christensen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, GA, HI, IA, ID, MA, MT, NE, OR, SC, UT, VT, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

CHRISTENSEN FINANCIAL AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CHRISTENSEN FINANCIAL AND INSURANCE SERVICES 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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NYLIFE Securities LLC, Member FINRA/SIPC.

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