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This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Please note that Forward Strategies Insurance Brokerage, its affiliated companies, and their representatives do not give legal, tax or Social Security advice. Encourage your clients to consult their attorney or the Social Security Administration via their local office or online at ssa.gov.

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Financial Professionals should follow the applicable state requirements and approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.

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