Special Needs Planning

Jerry D. Coats (AR Insurance License #1627088) 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 Arkansas, Georgia, Iowa, Louisiana, Missouri, Nevada, Oklahoma, South Carolina, Tennessee and Texas. No insurance business may be conducted outside of these states referenced.

Neither Jerry D. Coats nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Jerry D. Coats is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of Arkansas, Louisiana, Oklahoma, Tennessee and Texas. As such, these services are strictly intended for individuals residing in the states referenced.

Jerry D. Coats 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 strictly intended for individuals residing in the states of Arkansas, Louisiana, Oklahoma, Tennessee and Texas. No offers may be made or accepted from any resident outside the specific states referenced.

Insight Wealth is not owned or operated by Eagle Strategies LLC or its affiliates.