Professional Credentials and Designations

CPA - Certified Public Accountant

CFP® - CERTIFIED FINANCIAL PLANNER™ Professional

CLU®  - Chartered Life Underwriter Designation

ChFC®  - Chartered Financial Consultant Designation

CLTC - Certified in Long-term Care Designation

MBA - Finance, DePaul University

MDRT* - Million Dollar Round Table, Life and Qualifying Member.

Member - AICPA; and Personal Financial Planning Section

Member - Society of Financial Service Professionals

Member - The Financial Planning Association

*MDRT is recognized throughout the industry as the standard of
excellence in life insurance sales performance.

Disclosure

Bob Westberg 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 AR (AR Insurance License #366524), AZ, CA (CA Insurance License #0C63619), FL, IL, IN, KS, MI, MN, MT, PA, TN, and TX. No insurance business may be conducted outside the states referenced.

Bob Westberg 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, 5201 Washington St Ste 1, Downers Grove, IL, 60515, 630-297-8795. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, IL, IN, KS, MI, MN, MT, NC, OH, OR, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Bob Westberg 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, FL, GA, IL, IN, KS, MI, MN, MT, NC, OH, PA, SC, TN, and VA. 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.

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.

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