Disclosures

Educational purpose

All content on this website is provided for general educational purposes only. It is not individualized financial, tax, legal or investment advice, and it does not constitute an offer or solicitation to buy or sell any security or insurance product.

No strategy described here is suitable for every person. Suitability depends on your individual circumstances, and you should consult qualified professionals before acting.

Insurance products

Insurance and annuity products are issued by insurance companies and are subject to the terms, conditions, limitations and exclusions of the issuing contract. All guarantees are backed solely by the claims-paying ability of the issuing insurance company.

Policy loans and withdrawals reduce available cash value and the death benefit, may cause the policy to lapse, and may have tax consequences. Dividends are not guaranteed. Illustrated values other than guaranteed elements are not guarantees or projections of future results.

Indexed products do not directly participate in any stock or equity investment. Index crediting is subject to caps, participation rates and spreads which may change.

Scope of services

Triumph Wealth Group provides financial education and insurance services. Nothing on this website is an offer to sell, or a solicitation to buy, any security, and nothing here is investment advice or a recommendation to buy, hold or sell any security.

Any reference to retirement accounts, rollovers, indexed growth or tax treatment is educational. Whether a particular account or strategy is appropriate depends on your own circumstances, and the tax treatment of any account is determined by the IRS and by your own tax advisor, not by Greg or this business.

We are not a registered investment adviser, a broker-dealer, a law firm or a tax firm, and we do not provide legal or tax advice. Coordinate any strategy described here with your own attorney and tax professional before acting on it.