skip to main content
Main Menu
DBA Logo
  • ABOUT
    • Ellis Insurance & Financial Group
    • Strategic Resources
    • Our Process
  • SERVICES
    • Business Services
    • Personal Services
    • Investment Management
  • CLIENT RESOURCES
    • Client Forms
    • Nautilus Blog
    • Guideposts
    • Newsletters & Articles
    • Calculators
    • Helpful Links
  • LOCATION & CONTACT
    • Staff Directory
    • Map & Direction
Back to Business Services

Business Succession and Exit Planning

Your life’s work is often one of your most valuable assets. We’ll help you find ways to protect that asset and ensure its viability well into the future.

Disclosure

Daryl Ellis is an agent of and 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 AL, AZ, CO, FL, GA, IN, KS, LA, MD, MO, MS, NC, TN, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

Daryl Ellis 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, 8280 Ymca Plaza Dr Bldg 1, Baton Rouge, LA, 70810, 225-925-8312. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, MO, MS, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Daryl Ellis 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 AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, MO, MS, MT, NC, NE, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither New York Life Insurance Company nor its agents or affiliates provide 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.

Click here
Header White Logo
  • ABOUT
    • Ellis Insurance & Financial Group
    • Strategic Resources
    • Our Process
  • SERVICES
    • Business Services
    • Personal Services
    • Investment Management
  • CLIENT RESOURCES
    • Client Forms
    • Nautilus Blog
    • Guideposts
    • Newsletters & Articles
    • Calculators
    • Helpful Links
  • LOCATION & CONTACT
    • Staff Directory
    • Map & Direction
  • CLIENT LOGIN

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices