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Lori L. Kaplan is 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 OH, AZ, CO, DE, FL, GA, MD, NY, PA, SC, TN, TX, WA and WI. No insurance business may be conducted outside these states referenced.

Lori L. Kaplan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, 3601 Green Road, Suite 206, Beachwood, OH 44122, Member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company.  In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MD, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Lori L. Kaplan is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Ohio and Texas. As such, these services are strictly intended for individuals residing in the specific states referenced.