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Kyle Financial & Insurance Solutions

William "Bill" T. Kyle

Financial Advisor
  • WHO WE ARE
    • Meet Our Team
    • Our Professional Resources
    • Our Firm
    • Our Strategic Alliances
  • WHAT WE DO
    • Our Services
    • Our Products
    • Our Process
  • CLIENT EDUCATION
    • Concept Pieces
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Our Strategic Alliances


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The Nautilus Group®

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, William Kyle works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Proud to Offer New York Life logo

New York Life

William Kyle and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, long-term care and disability insurance. A mutual insurance company, New York Life is a Fortune 500 company and one of the largest mutual life insurance companies in the United States.

Our firm works with New York Life Retirement Plan Services to help us offer our clients compelling executive benefit plans, driving value for executives, organizations, and shareholders. Our access to New York Life Retirement Plan Services allows us to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help our clients win the executive talent war – while controlling the bottom line.


ASH Brokerage logo

Ash Brokerage

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.

Disclosure

William Kyle 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 the states of CA (CA Insurance License #0628384), CO, ID, NC, NV, NY, OK, OR, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

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

William Kyle 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, 148 W 4th Ave, Chico, CA, 95926, (530) 893-1315. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, NC, OR, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

William Kyle 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 CA, CO, NC, OR, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

William Kyle is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Kyle Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Kyle Financial & Insurance Solutions 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.​

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

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Kyle Financial & Insurance Solutions

William "Bill" T. Kyle

Financial Advisor
  • WHO WE ARE
    • Meet Our Team
    • Our Professional Resources
    • Our Firm
    • Our Strategic Alliances
  • WHAT WE DO
    • Our Services
    • Our Products
    • Our Process
  • CLIENT EDUCATION
    • Concept Pieces
    • Video Learning Library
    • Calculators
    • Newsletter
  • CLIENT LOGIN
    • NYL Virtual Service Center
    • NYLife Securities
    • MainStay Funds
  • LOCATION

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