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Disclosure

Wai Man Luk 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 CA (CA Insurance License #0G78636), ID, NV, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Wai Man Luk is licensed and authorized to offer insurance in California, but LUK FINANCIAL AND INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Wai Man Luk 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, 550 S Winchester Blvd Ste 405, San Jose, CA, 95128. In this regard, this communication is strictly intended for individuals residing in the states of CA, NV, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Wai Man Luk is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, NV, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

LUK FINANCIAL AND INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither LUK FINANCIAL AND INSURANCE SOLUTIONS 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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  • About Us
    • My Background
  • Products & Services
    • Products
    • Our Services
    • For Professional Advisors
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Calculators
    • Life Stages
    • Articles
    • Tax Resources
    • Videos
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
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