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Advance Planning Group - Virtual Seminar

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Annual Review email for C Clients

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Annual Review email

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April Inflation Email

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Cash Is Not King When Rates Rise

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Don't Miss This Opportunity

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Ed Slot Invite Event

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Fixed Income Presentation for Client Discussions

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Forbes 2025

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Government Shutdown Insight

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How to Create a Life Lnsurance Retirement Plan

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Lizzie Dipp Metzger at How to Turn the Power of Mindset Webinar

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Mary Beth Franklin Invite Event

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Navigating Market Volatility

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New Big Beautiful Bill

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Pablo One Pager

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Preparing for Scheduled Income Tax Changes in 2026

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Secure Act 2.0 Eagle Strategies

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Elizabeth "Lizzie" Dipp Metzger (CA Insurance License #0M77202), Brian Metzger (CA Insurance License #0G71328), Bertha "Berthy" Nora Aguirre-Corral, and Javier Zubiate (CA Insurance License #4106669) are agents of New York Life Insurance Company, and are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the state(s) of AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MI, MN, MT, NM, NV, NY, OK, OR, PA, SC, TX, UT, WA, WI. No insurance business may be conducted outside these state(s) referenced.

Elizabeth Dipp Metzger, Brian Metzger, Bertha "Berthy" Nora Aguirre-Corral, and Javier Zubiate are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, 201 E. Main Suite 600, El Paso, TX 79901, 915-534-3200, Members FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MI, MN, MT, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Elizabeth Dipp Metzger, Brian Metzger, and Javier Zubiate are also separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of AL, AZ, CA, CO, FL, GA, IA, ID, IL, KS, MA, MI, MN, MT, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

Crown Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal or accounting advice.

Lizzie Dipp Metzger is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 1/26/21.
**Individual independent rating agency commentary as of 1/26/21.
***New York Life Investments is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

^For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank.