For educational and informational purposes only. Secure Investment & Retirement Account (SIRA) does not provide tax, legal, accounting, investment, or financial advice.
SIRA is a marketing program created by Retire Wisely, LLC, designed to educate consumers about life insurance-based financial strategies. Retire Wisely does not make specific product recommendations. Individuals who request more information may be referred to a state-licensed insurance agent. These independent agents are not employees of Retire Wisely, LLC, and may recommend products over which Retire Wisely has no control.
All research, case studies, charts, and related content (“website content”) strictly refer to insurance products offered by a state-licensed agent. This content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions. Advertisements for SIRA may reference indexed annuities, indexed universal life insurance, and other insurance-based strategies. Any guarantees mentioned are subject to the claims-paying ability of the issuing insurance company.
Discussions in this advertisement are general in nature, based on various assumptions, and do not guarantee future results. The appropriate type and amount of insurance depend on individual circumstances, financial situation, and needs. This material is not a formal illustration of any specific life insurance policy or annuity. Terms and conditions of life insurance products are subject to change by the issuing insurer. Individuals should consult with a qualified financial professional before making any decisions about products mentioned.
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