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David Podell and Dan Mueller 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 DC, FL, MD, NJ, NY & TX. No insurance business may be conducted outside these states referenced.

David Podell and Dan Mueller are Registered Representatives of and collectively 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 states of CA, CO, FL, GA, NJ, NY, WA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

David Podell and Dan Mueller are also separately registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory and financial planning services in the states of CA, CO, FL, GA, MA, NJ, NY, RI & VA. As such, these services are strictly intended for individuals residing in the specific states referenced.

Podell Financial Group,LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

Neither Podell Financial Group, LLC, nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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For additional information, visit Customer Relationship Summary.pdf

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