Investments# - We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs).

Retirement Income: Preparing for retirement is easier with the help of our guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.

Managed Investment Portfolios: Through Eagle Strategies, LLC, we offer an array of resources and solutions necessary to build a portfolio with a diverse mix of equity, fixed income, and specialty asset classes, thereby helping their clients reach their long-term goals and withstand unforeseen fluctuations. Our asset-based fee advisory compensation approach results in more comprehensive advice and allows us to stay focused on the holistic needs of our clients.

Employee Benefits (Retirement): We can help design the right retirement plan for your business no matter the size from 1 to 500. Whether it is a SEP or SIMPLE or even a robust 401(k), we can walk you through the process of getting it set up and maintaining it.

Employee Benefits (Insurance): Offered through New York Life we can help you design flexible, affordable, group term life or short/long term disability insurance plans for you and your employees. When it comes time to process a claim, we offer best-in-class service from our claims management team.

An additional and somewhat unique benefit offered by New York Life is our popular Employee Whole Life. A permanent, voluntary, life protections that stays with your employees, even if they change jobs or retire. Coverage is also available for spouses, children and grandchildren.

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease*. This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans*.

Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.

Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products.

*Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.

^Guarantees are backed by the claims-paying ability of the issuer.

#Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.

1Early withdrawals may incur charges. In addition to paying income taxes that maybe due, distributions from annuities before age 591/2 may also be subject to a 10% federal tax penalty.


Mark Johnson 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 #0L67382), FL, IN, MN, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mark Johnson is licensed and authorized to offer insurance in California, but GATEWAY FINANCIAL STRATEGIES, LLC D/B/A GATEWAY FINANCIAL STRATEGIES may not be. For additional information on California licensure status, please click here.

Mark Johnson 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, Gateway Financial Strategies 9040 Quaday Ave Ne Ste 101, Otsego, MN, 55330, 612-474-4200. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, IN, MN, OH, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Johnson 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, FL, IN, MN, OH, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

GATEWAY FINANCIAL STRATEGIES, LLC D/B/A GATEWAY FINANCIAL STRATEGIES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither GATEWAY FINANCIAL STRATEGIES, LLC D/B/A GATEWAY FINANCIAL STRATEGIES 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.​