Book Your Free 15-Minute Strategy Call

Important Disclosures

TFG Tolbert Financial Group, LLC provides insurance-related education and services through appropriately licensed and appointed insurance professionals. Insurance product availability and features vary by carrier and jurisdiction and are subject to eligibility, underwriting, policy terms, limitations, exclusions and carrier approval. Guarantees associated with insurance products are subject to the claims-paying ability of the issuing insurance company. Nonguaranteed policy values, interest crediting and dividends, where applicable, may vary. Policy loans and withdrawals may reduce available cash value and death benefits, may cause a policy to lapse if not properly managed, and may have tax consequences. TFG Tolbert Financial Group, LLC does not provide legal or tax advice. Information presented on this website is for general educational purposes and should not be considered individualized legal, tax or investment advice. Clients should consult appropriately qualified professionals regarding their individual circumstances. Products and services may not be available in all states. Insurance recommendations and transactions are conducted only through appropriately licensed and appointed insurance professionals.

TFG does not provide tax advice. Tax treatment depends on individual circumstances and applicable law and may change. Clients should consult a qualified tax professional regarding their individual situation.

When wills, trusts, estate documents or legal advice are needed, we encourage clients to work with qualified estate-planning attorneys and other appropriate professionals. TFG does not draft legal documents or provide legal advice.