TaxWise Strategies

Timothy Jaggi is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with other third party, non-affiliated companies in the states of UT and ID. No insurance business may be conducted outside the states referenced.

Timothy Jaggi is a registered representative of and offers securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. In this regard, this communication is intended only to individuals in the state of UT. No securities business may be offered to or accepted by individuals outside the states referenced. NYLIFE Securities LLC is a New York Life Company.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.