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FUNDING DEFERRED COMPENSATION

Deferred compensation is a written agreement between an employer and an employee in which the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed to them at a predetermined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees. I can provide funding strategies for deferred compensation.

For more information about NYLIFE Securities LLC and its investment professionals.

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TOP LOGO- COLOR
  • ABOUT
    • Meet Our Founder
    • Our Process
  • EXPERTISE
    • Business Owner Solutions
    • Personal Solutions
    • Medical Professional Solutions
    • Investment Management
  • RESOURCES
    • Calculators
  • CONTACT
    • Get in Touch
  • CLIENT LOGIN
    • New York Life
    • American Funds
    • Mainstay Funds
    • Wealthscape
    • eMoney
Disclosure

Christian Lozano is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Christian Lozano (CA Insurance License #0K25412).

As a New York Life Agent, Christian Lozano is licensed and authorized to offer insurance in California, but Lozano Financial Strategies and Insurance Solutions LLC may not be. For additional information on California licensure status, please click here.

Christian Lozano 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, 2400 E Katella Ave Ste 800, Anaheim, CA 92806, 562-277-7410. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Christian Lozano is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Lozano Financial Strategies and Insurance Solutions LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lozano Financial Strategies and Insurance Solutions LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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