Beneficiary Resources - Nate Workentine

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How
Who
What
Your Financial Life
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Contact Us

Disclosure

Nathaniel Workentine, and Megan Baer are agents 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 agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Megan Baer (CA Insurance License #4042523).

As a New York Life Agent, Megan Baer is licensed and authorized to offer insurance in California, but Tandem Financial Team LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer 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:
Nathaniel Workentine, 1221 N St Ste 800, Lincoln, NE 68508.
Megan Baer, 1221 N St Ste 800, Lincoln, NE 68508, 402-413-8326.

Nathaniel Workentine 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.

TANDEM FINANCIAL TEAM LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TANDEM FINANCIAL TEAM 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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