My Background

Sam Clyatt has been a licensed agent for New York Life since 1977, and a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC) since 1984. In 1997, Sam became a financial adviser with Eagle Strategies, LLC, a Registered Investment Adviser.

Sam has been married to his wife, Susan, since 1969. They attended college and graduate school together. Susan has worked with Sam in this business for over thirty-five years. They are members of First Presbyterian Church in Chattanooga, where they co-teach an adult Sunday School class.

EDUCATION:
 
• B.A. (History) Tennessee Temple College 1970
• M.A. (History) Middle Tennessee State University 1972
• 60+ Hours (History) Middle Tennessee State University 1973-1975
 
PROFESSIONAL DESIGNATIONS:
 
• Chartered Financial Consultant (ChFC®)   2001
• Chartered Life Underwriter (CLU®) 2002
• Chartered Adviser in Philanthropy (CAP)  2007
Each designation was conferred by the American College, Bryn Mawr, PA, a regionally accredited educational institution providing professional and graduate level education to financial service professionals. (www.amercoll.edu)

 
• AEP  (Emeritus)                                                     2005
 
The AEP designation is awarded by the National Association of Estate Planners and Councils to professionals who meet stringent educational and experience requirements. NAEPC is a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest education and professional standards. (www.naepc.org)
 
AFFILIATIONS:
Greater Chattanooga Estate Planning Council  (Emeritus)
Million Dollar Round Table (MDRT)
Life member. MDRT is recognized throughout the world as the premier insurance sales organization. (www.mdrt.org)
 
LICENSES
Life, health1, and disability1 income (Tennessee Home State License # 27035)
FINRA Series 6, 7, 63, 65 for securities transactions, including brokerage accounts, mutual funds, variable products, and other investment programs. (FINRA Broker # 1079297) (www.finra.org)
With forty-five years experience, a strong professional and educational background, and Susan's capable assistance, Sam is well-qualified to provide the guidance you may need in every aspect of your financial life, from personal finance to estate planning.

1Products available through one or more carriers not affiliated with New York Life Insurance Company; dependent on carrier authorization and product availability in your state or locality.

Disclosure

Sammy Clyatt is an agent of and 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 GA, KS, NC, SC, and TN. No insurance business may be conducted outside the states referenced.

Sammy Clyatt 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, 7405 Shallowford Rd Ste 310, Chattanooga, TN, 37421, 423-855-5531. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, GA, KS, NH, NY, SC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

Sammy Clyatt 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 AL, FL, GA, KS, NH, NY, SC, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

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.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.