For Professional Advisors

New York Life is dedicated to providing educational opportunities to professional advisors, like attorneys, accountants and trust officers, so we can work together to better serve our clients.

I'd like to invite you to learn about the services and programs we offer by visiting us at


Terry Mathias 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 CO, NC, OH, VA, and WV. No insurance business may be conducted outside the states referenced.

Terry Mathias 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, 231 Capitol St Ste 321, Charleston, WV, 25301, 304-741-0045. In this regard, this communication is strictly intended for individuals residing in the states of FL, NC, OH, PA, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

CAPITAL FINANCIAL SOLUTIONS LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CAPITAL FINANCIAL SOLUTIONS LLC 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.