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2110 W. Everest Ln., Suite 100, Meridian, ID 83646 | Office: 208.866.5822 | Fax: 208.342.4136

Disclosure

Travis Gerhard 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 AK, AZ, CA (CA Insurance License #0I10496), CO, FL, GA, HI, ID, IN, KY, LA, MA, ME, MO, MS, MT, NC, NJ, NV, NY, OR, PA, SC, TX, UT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Travis Gerhard is licensed and authorized to offer insurance in California, but TMG Financial Group may not be. For additional information on California licensure status, please click here.

Travis Gerhard 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, 2110 W Everest Ln # 100, Meridian, ID, 83646, 208-866-5822. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, HI, ID, IN, KY, LA, MA, MD, ME, MO, MT, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TX, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Reese Phillips II 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 state of Idaho. No insurance business may be conducted outside the state referenced.

Reese Phillips II 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, 2110 W Everest Ln Ste 100, Meridian, ID, 83646, 208-866-5822. In this regard, this communication is strictly intended for individuals residing in the state of Idaho. No offers may be made or accepted from any resident outside the specific state referenced.

TMG Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TMG Financial Group 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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Copyright 2026. New York Life Insurance Company. All Rights Reserved.

NYLIFE Securities LLC, Member FINRA/SIPC.

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