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© 2025 New York Life Insurance Company. All rights reserved.

New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and other trademarks displayed on this site.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

NYL provides content, material, and links on this site AS IS, for your convenience and for general informational purposes. Your purchase of any NYL product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase; no contrary terms or information available on or through this site modify those documents.

Disclosure

Tracy Chen 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 #0M12649), CT, DC, FL, GA, MA, MD, MN, NE, NJ, NY, PA, SD, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

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

Tracy Chen 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, 20 38th Rd Fl 12, Flushing, NY, 11363, 646-653-5582. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MN, NY, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Tracy Chen 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, CT, FL, MN, NY, PA, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

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.

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

Neither Wisdom Insights Financial Solutions & Insurance Services 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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Wisdom Insights Financial Solutions & Insurance Services Logo
  • Who We Are
    • About Our Firm
    • Meet Tracy
    • Meet Our Team
    • Strategic Alliances
  • What We Do
    • Personal Planning
    • Business Planning
  • How We Work
    • Our Process
    • Calculators
    • Helpful Links
    • Tax Resources
    • Articles
  • Client Protal
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

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