This material has been prepared for informational and educational purposes only. Your financial advisor is not permitted to offer, and no statement contained herein shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. James Byrd is a licensed insurance professional and an Investment Advisor Representative. Investment Advisory Services offered on a fee basis through AE Wealth Management, an SEC Registered Investment Adviser. Insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through AE Wealth Management. Only Jim Byrd, a licensed insurance professional and Investment Advisor Representative, is able to provide investment advice.
Guarantees provided by annuities and other insurance products are backed by the financial strength and claims-paying ability of the issue insurance company. Not FDIC insured. Annuities have restrictions and limitations, including holding periods and early surrender charges.