Special Needs Planning

Robert Reich (Ca. Insurance Lic #0H34950) and Stanley Schofield (Ca. Insurance Lic #4004165) are agents collectively 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, FL, HI, KS, KY, LA, MO, MT, NM, NY, OK, OR, SC, TN, TX, VA and WA. No insurance business may be conducted outside the specific states referenced. Robert Reich is a Member Agent of the Nautilus Group, a service of New York Life Insurance Company.

Robert Reich and Stanley Schofield are collectively Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 841 Bishop Street, Suite 1900, Honolulu, HI 96813. Tel 808-529-6300. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, FL, HI, KS, MO, NY, OK, OR, TX, SC, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Heir Associates is not owned or operated by New York Life Insurance Company or its affiliates.

Neither Heir Associates and its employees 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.

Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.