Disclosures

Scope of services

Lifeline Legacy Financial Group provides life insurance and annuity education and services. Blaise Tamo is a licensed insurance professional and does not offer securities or investment advisory services. Content is for general educational purposes only and is not legal, tax, or investment advice. Product availability and features vary by state and carrier, and all applications are subject to carrier approval. Guarantees are backed by the claims-paying ability of the issuing insurance company.

Educational frameworks and examples

The Continuity Bridge™, Continuity Checkup, Written Retirement Income Sequence™, scenarios, and educational pathways are organizational and educational tools. They do not evaluate all facts, determine suitability, promise a result, or replace individualized advice from the appropriate licensed professional.

Insurance and annuity products

Product availability, riders, rates, features, limitations, surrender charges, tax treatment, and suitability considerations vary by carrier, contract, and state. Applications are subject to underwriting and carrier approval. Read the applicable contract and carrier materials carefully.

Licensing

LLFG is currently licensed to offer insurance services in TX, AZ, FL, KS, ME, MI, NC, OH. Product and carrier availability vary by state. A website inquiry does not establish availability, coverage, or approval.

Tax and legal coordination

LLFG does not provide legal or tax advice. Consult a qualified attorney or tax professional about legal documents, ownership, estate planning, business agreements, and tax consequences.

Contact

For questions about an LLFG disclosure, contact info@lifelinelegacyfinancial.com or call 972-764-8516.