Disclosures
Advisory services offered through Legacy Advisory Network, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Insurance products and services are offered, and sold, through individually licensed and appointed agents in all appropriate jurisdictions.
The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All insurance and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
Commentary should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors and presenters as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.
Engaging with our content (including likes, shares, follows, or other interactions) is not a testimonial for, or endorsement of, Legacy Advisory Network, LLC or any of its Investment Adviser Representatives. These interactions are simply mechanisms to circulate our social media content.
Social Security, Medicare, Internal Revenue Service and other state and Federal rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein that pertains to Social Security and/or Medicare. We are not endorsed by or affiliated with the Social Security Administration, Medicare, or any U.S. Federal or state government agency.
Case studies are purely hypothetical and are used to illustrate the types of financial issues faced by actual clients. These case studies do not represent the experience of any specific advisory client. Each client’s situation is different, and their goals may not always be achieved. It is unknown if actual clients approve of our services.
Certain Articles and Videos posted on this page have been developed with the assistance of artificial intelligence.
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