Disclosures

Investing

Investing money in securities exposes investors to risks including loss of principal
Past performance is not an indicator of future returns.
Investors should carefully consider investment risks, objectives, charges, and expenses.
Securities provided by Charles Schwab Advisor Services, Member FINRA/SIPC

Life & Disability Insurance

Insurance proceeds are subject to the claims paying ability of the insurance company.
Accessing the cash value of a whole life or universal life policy will reduce the death benefit of the policy.
Any outstanding policy loans at the time of the policy owner's death will be deducted from the death benefit.
Before purchasing a life or disability insurance policy, you should be aware of the policy's features and benefits, fees, and any tax consequences
When purchasing a life or disability insurance policy for business purposes, it is important to seek the guidance of a tax professional and/or an attorney.

An Annuity is a Life Insurance Offering. Income could be subject to the claims-paying ability of the Life Insurance Company.
When purchasing an annuity, you should be aware of the contract details, task consequences, fees, risks, and objectives.
Before purchasing an annuity, you should consult a tax professional.

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North Carolina Department of Insurance License Services