Contact Us |
- Home
-
About Us
- Meet Racey Morris
- Our Location
- Business Solutions
- Personal Solutions
- Eagle Strategies LLC
- Helpful Links
- Strategic Alliances
- Worksite Benefits
- In the News
- Our Holistic Process
- Retirement Planning
- Video Library
- Working with Other Advisors
- Calculators
- Contact Us
- The Advanced Planning Group
- Get In Touch
- Tell A Friend
- Resources
- Market Watch
- Account Access
- Contact Us
-
Premier Planning Team
Leveraging more than 300 years of
LEARN MORE
practical experience. -
A legacy of love
We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
WATCH VIDEO -
Premier Planning Team
Leveraging more than 300 years of
LEARN MORE
practical experience. -
We have the answers... and we're happy to share
-
New York Life is dedicated to serving professional advisors
-
You planned for
her arrivalPlan to always protect the ones you
WATCH VIDEO
love most. -
It all starts with you
-
What do you want
to do? -
We have the answers... and we're happy to share
-
Great Rewards
Learn how great rewards begin with
WATCH VIDEO
the first step. -
Bring your career to life
-
We're right here
with you -
We're in this together
-
We're here
to help -
Bring your career to life
-
Bring your career to life
-
You planned for
his arrivalPlan to always protect the ones you
WATCH VIDEO
love most. -
We're right here
with you
Calculators
-
Life insurance proceeds
How long will my current life insurance proceeds last?
-
Tax Deferral
Taxable vs. tax-advantaged savings?
-
Retirement and living expenses
How will retirement impact my living expenses?
-
Student Loans
Will I be able to pay back my student loans?
Newsletters
-
Help with College: A Gift for Your Grandkids
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
Please Confirm
- Home
-
About Us
- Meet Racey Morris
- Our Location
- Business Solutions
- Personal Solutions
- Eagle Strategies LLC
- Helpful Links
- Strategic Alliances
- Worksite Benefits
- In the News
- Our Holistic Process
- Retirement Planning
- Video Library
- Working with Other Advisors
- Calculators
- Contact Us
- The Advanced Planning Group
- Get In Touch
- Tell A Friend
- Resources
- Market Watch
- Account Access
- Contact Us
Racey Morris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of FL and OH. No insurance business may be conducted outside of these states referenced.
Racey Morris is also a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of IN, MA and OH. As such, these services are strictly intended for individuals residing in the states referenced.
Racey Morris is also a Registered Representative of and offers securities products and 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 FL and OH. No offers may be made or accepted from any resident outside the specific states referenced.
NYLIFE Securities LLC and Eagle Strategies LLC are wholly-owned subsidiaries of New York Life Insurance Company.
RMG Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither RMG Financial Group LLC, NYLIFE Securities LLC, Eagle Strategies LLC or any or their subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
Copyright 2019. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.