Charles P. Taylor (“CPT”) is an independent insurance broker located in Richmond, Virginia.
CPT and its representatives are in compliance with the current licensing requirements imposed upon insurance agents by those states in which CPT maintains clients.
CPT may only transact business in those states in which it is licensed.
CPT’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
Accordingly, the publication of CPT’s web site on the Internet should not be construed by any consumer and/or prospective client as CPT’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
CPT does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CPT web site or incorporated herein, and takes no responsibility therefor.
All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by CPT), will be profitable or equal any historical performance level(s).Certain portions of CPT’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, CPT (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CPT, or from any other investment professional.
CPT is neither an attorney, accountant, or healthcare professional. No portion of this website content should be interpreted as legal, accounting, or healthcare advice. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to CPT’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CPT, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to CPT’s web site, to release and hold harmless CPT, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from CPT.
All information in this or any presentation located within the Tax Free Retirement Account System is provided as general education and illustrative purposes only and are not indicative of any particular investment or savings strategy. It is not intended as a: 1) solicitation for you to buy or sell securities; 2) buy or sell registered investment advisory products; 3) buy or sell any type of insurance product; or 4) buy or sell any type of non-licensed product.
Nothing contained in this presentation or any presentation provided within the Tax Free Retirement Account System shall be construed or interpreted by any party as 1) a commitment or intent to purchase or sell any products or services; 2) to initiate discussions; or to engage in any business relationship, contract, or future dealing with the other party.
Some tax deferred and tax-exempt financial vehicles have annual funding limitations and age-related withdrawal penalties. The Tax Free Retirement Account System’s analysis assumes that the same amount that can be added or withdrawn from the Indexed Universal Life policy can be added or withdrawn with the alternatives without penalty and that may not be the case. All taxes shown are assumed to be the marginal tax rates and are merely hypothetical. No tax information contained in the analysis should be construed as any tax advice or legal advice. Please consult your tax or legal advisor for specific advice.
Projections and information in this report regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. The use of alternative assumptions could produce significantly different results.
The information presented is not securities related and the topics presented do not participate in the stock market nor are stock market investments. Any guarantees are backed by the claims paying ability of the insurance company and are subject to change.
Whole Life, Annuities and Indexed Universal Life policies are not FDIC insured.
NO REPRESENTATIONS OR WARRANTIES ARE MADE AS TO THE ACCURACY OF ANY PART OF THE ANALYSIS.
The Tax Free Retirement Account System analysis should not be used for the purpose of soliciting any insurance product. Any solicitation must be completed using a personalized insurance carrier illustration from that specific insurance company.
Effective Date: [12/01/2023]
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