Speakers
Speakers
Jeffery L. Akers, CFP®
Vice President | Financial Planning Advisor
Sam Payne
Investment Advisor Representative | Asset Marketing Systems
Mark W. DiOrio, CFA
Cheif Investment Officer | Brookstone Capital Management
Eric Kruk, CFP®
Vice President | Franklin Templeton
Ashley N. Raut
Attorney | Bress Raut Law, LLC
Katie Rash
Senior Real Estate Specialist | Berkshire Hathaway
George Rash
Realtor | Long & Foster Real Estate, Inc.
Andrea Pomilla
Harford County Office on Aging
Julia Akers
Artist
Suzanne Heiss
Travel Advisor
Please read the investment summary and prospectus, which can be obtained from your financial professional and should be read carefully before investing.
Guarantees based on the insurance company’s ability to pay and early withdrawal may cause a loss of principal due to withdrawal charges. Purchasers may experience fees and expenses, including withdrawal charges, market value adjustments, rider premiums, etc. which will affect contract values. Interest credits are based on a formula that takes into account the performance of an index. Purchasers are not investing in the index and will not experience the same returns as the index of a related index mutual fund. Purchasers will participate in only a state percentage of an increase in an index, as the annuity imposes a “cap rate.”
Arkadios Capital does not provide tax or legal advice. Please consult with your tax or legal advisor for such guidance. This material is provided courtesy of Akers Financial Group and contains general information to help you understand basic financial planning strategies. It refers to legal and tax consideration but is not meant to provide advice in this regard. Legal and tax advice should come from an attorney or tax advisor such as an accountant. The presenter, speaker and sponsor of this information presented at the seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.