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AWARDS & ACCOLADES

Megan has been a member of the Million Dollar Round Table (MDRT)** during the years of 2018-2021 and was awarded as the Associate of the Year in 2018 for her sales achievement with New York Life. For the past decade, Megan has chosen to affiliate with New York Life Insurance Company, for their superior company strength and second-to-none resources. She is a member of the Society of Financial Service Professionals and of Financial Planners Association (FPA). Megan has achieved 6 Executive Councils and 2 President's Councils in her 12 years with New York Life.***


MDRT, The Premiere Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Council is an annual New York Life company recognition program based on agent production levels from July 1st to June 30th.

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

Click here
MW FInancial Solutions Logo White
  • ABOUT US
    • Meet Our Team
    • Strategic Alliances
    • Our Holistic Process
  • OUR EXPERTISE
    • Personal Solutions
    • Business Solutions
    • Investment Solutions
    • Insurance and Annuities
  • CLIENT EDUCATION
    • Are you on pace to hit your goals?
    • Financial Planning Pyramid
    • Calculators
    • Investment Newsletter
  • GET IN TOUCH
    • Location and Contact
  • CLIENT LOGIN
    • Financial Dashboard
    • New York Life
    • Eagle Strategies/NYLIFE Securities
    • Envestnet
    • Mainstay Funds
    • American Funds
    • Scholar's Edge
Disclosure

Megan Ward 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.
Megan Ward (CA Insurance License #0G75036).

As a New York Life Agent, Megan Ward is licensed and authorized to offer insurance in California, but MW FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Megan Ward 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, 3518 Stockton Pl, Carlsbad, CA 92010, 858-623-8722. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Megan Ward 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.

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

Neither MW 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.

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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