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Shari Sitzmann
RICP® CLTC

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Diversifying Assets

Diversifying Assets
Reducing Taxes

Sharon (Shari) Sitzmann 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 Midwest States of Iowa, Nebraska, South Dakota, Minnesota as well as Arizona, Colorado, and North Carolina. Shari may become licensed in additional states, when necessary. However, presently, no insurance business may be conducted outside the states referenced above.

Sharon (Shari) Sitzmann earned her Retirement Income Certified Professional® designation. The RICP® designation is a designation for financial professionals, issued by The American College of Financial Services. Having the RICP® designation means Shari has specialized education in retirement income, and is committed to professional and ethical best practices. The RICP® is a mark of certification that acknowledges that Shari has the knowledge to help you enjoy a secure and sustainable retirement.

Sharon (Shari) Sitzmann is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the Midwest States of Iowa, Nebraska, South Dakota, as well as Colorado. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.

Sharon (Shari) Sitzmann is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Copyright 2023. New York Life Insurance Company. All Rights Reserved.
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NYLIFE Securities LLC, Member FINRA/SIPC.

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