Disclosures

Important Information About Our Services

The content provided on this website is for informational purposes only and does not constitute financial, legal, or tax advice. You should consult with a qualified professional before making any financial decisions.

Not a Bank

We are an independent financial capabilities firm. We are not a bank. The products we offer, such as fixed indexed annuities, are insurance products, not bank deposits. They are not FDIC insured.

Guarantees

All guarantees regarding the payment of interest and principal are based on the claims-paying ability of the issuing insurance company.

Tax Advice

We do not provide tax or legal advice. Any discussion of taxes is for illustrative purposes only. Please consult a qualified tax professional regarding your specific situation.