For Registered Investment Advisor Use Only
The material is not intended to inform or be distributed to the general public. The material presented is not an offer to sell insurance, nor does it constitute the provision of investment advice.
Not all the products and services referenced are available in every state. Nothing in this material shall be considered a solicitation to buy or an offer to sell insurance or a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the insurance and securities laws of such jurisdiction.
This material provides only a simplified description of insurance coverage and is not a statement of contract. All coverages are subject to the terms, conditions, and exclusions of the actual policy or contract issued by the insurance carrier. Guarantees are based on the claims paying ability of the insurance company. Variable annuities are long-term investments designed for retirement purposes. Variable annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force.
Neither this site nor FIDX Markets LLC or FIDX Desk representatives provide tax or legal advice. Nothing contained on this site is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. Investment decisions should always be made based on the investor's specific financial needs and objectives, goals, time horizon and risk tolerance. The statements herein are based upon the opinions of FIDX Markets LLC and third-party sources. Information obtained from third party resources is believed to be reliable but not guaranteed. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.
FIDX Markets LLC, Member
FINRA/
SIPC, is a wholly owned subsidiary of Fiduciary Exchange, LLC and conducts business as FIDX Desk. Envestnet, Inc. has a financial interest and occupies board of director positions in Fiduciary Exchange, LLC (“FIDX”). Check the background on this firm on
FINRA’s BrokerCheck.
FIDX Markets LLC representatives as well as Registered Investment Advisors may only conduct business with residents of the states and jurisdictions in which they are properly registered. FIDX Desk and its agents are presently licensed to sell insurance products in all states except: CA, FL, GA, HI, IL, MA, MI, MN, NM, NY, OH, TX and WA. FIDX Markets LLC CRD number is 322769.
Envestnet, Inc. is not a licensed insurance agency and as such, does not sell or make any recommendations related to the purchase of the annuity or insurance products referred to in this presentation. Insurance products are only sold or recommended by insurance licensed financial professionals or through a third-party intermediary licensed as an insurance agency. Please refer to your insurance agreement or contact your financial professional, insurance agent or insurance company for more information.
