Hidden Wealth Solution Disclaimer
All research, case studies, graphs, charts, projections, and the like strictly refer to insurance products and the insurance industry. All documents, materials, representations, references, products, and advice given and/or received are solely from The Hidden Wealth Solution, which is in the business of selling insurance products and soliciting insurance business. All products and materials presented and/or advised are through, and by, insurance agents acting on behalf of third-party insurance companies that compensate The Hidden Wealth Solution. The Hidden Wealth Solution is not an investment advisory firm and is not registered with, or supervised by, the U.S. Securities and Exchange Commission or any state securities regulatory office.
Hidden Wealth Solution agents are licensed insurance agents in multiple states but not in every jurisdiction in the United States. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction. All case studies reflect actual clients whose names are protected for compliance with privacy statutes and regulations. Any reference to stock performance is based upon historical data that is public sourced. Past performance does not guarantee future performance, and all investments are subject to market risk. No statement made is to suggest stock market performance or future performance, and no case study is used to imply future performance or testimonial. All claims are subject to the claims paying ability of the custodian of the account. All stock market investments are subject to risk. Any case study which implies testimony is only in reference to customer service satisfaction and not investment performance. No investment advice is rendered and all information is educational in nature.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. All reference to loss or gain in an account is due to stock market fluctuation and not the deposit, withdrawal, or surrender of an account by an account owner.
All research conducted by The Hidden Wealth Solution is public source material and verified through multiple sources to include but not be limited to government source data, newspaper, search engine finance sources, financial data websites, etc.
All photos or graphics are paid stock photography and should not be construed to imply they are actual clients or have a relationship with our firm. All graphs and charts are copyrighted and are properly designated as such.
All case studies reflect actual clients whose names are protected for compliance with privacy statutes and regulations. Any reference to stock performance is based upon historical data that is public sourced. No statement made herein is to suggest stock market performance or future performance. Tax and legal advice should be sought from firms and individuals licensed in those professions.
“Dow Jones,” “Dow Jones Industrial Average” and “DJIA” are service marks of Dow Jones & Company, Inc. and have been licensed for use for certain purposes by individual insurance companies. Products linked to the Dow Jones Industrial Average are not sponsored, endorsed, sold or promoted by Dow Jones; and Dow Jones makes no representation regarding the advisability of purchasing these products. DJIA does not include dividends.
“Standard & Poor’s®”, “S&P®”, “S&P 500®”, “Standard & Poor’s 500”, and “500” are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by individual insurance companies. Products linked to the Standard & Poor’s are not sponsored, endorsed, sold or promoted by Standard & Poor’s, and Standard & Poor’s makes no representation regarding the advisability of purchasing these products. S&P 500® Index does not include dividends.
The Nasdaq-100®, Nasdaq-100 Index®, and Nasdaq® are trade or service marks of the Nasdaq Stock Market Inc. (which with its affiliates are the Corporations) and are licensed for use by individual insurance companies. Fixed Indexed Annuities (FIAs) have not been passed on by the Corporations as to their legality or suitability. FIAs are not issued, endorsed, sold or promoted by the Corporations. The Corporations make no warranty and bear no liability with respect to FIAs.
Note: The Hidden Wealth Solution uses generally available life insurance policies and riders. The information presented here is for educational purposes only and is not a solicitation for the purchase of any insurance or financial product. All guarantees and historical crediting performances are based on the claims-paying ability of the insurer. Excess policy loans can result in termination of a policy. A policy that lapses or is surrendered can potentially result in tax consequences and earnings penalties. Your results will be different from those shown in any general illustration, as each Hidden Wealth Solution plan is custom-tailored.