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DISCLOSURES:

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This document is for use with intermediaries (e.g. financial, legal and tax professionals) only. This document has been prepared solely for informational purposes only and is not to be construed as an offer to sell or a solicitation of an offer to buy any financial instrument.

 

 

Variable life insurance is sold by prospectus. Please consider the investment objectives, risks, charges, expenses, and your need for death-benefit coverage carefully before investing. The prospectus, which contains this and other information about the variable life policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

 

 

The investment return and principal value of the variable life policy are not guaranteed. Variable life sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the policy is surrendered.

 

Riders involves extra fees and guarantees are based on the financial strength and claims paying ability of the issuing insurance company.

 

 

Example provided for illustrative purposes only. Actual results may be more or less favorable. Past performance is no guarantee of future results.

 

 

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice and is not a recommendation.

 

 

Please consult your tax or legal advisor regarding all related tax or legal matters.

 

 

Securities offered through Lion Street , LLC, member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA), a registered investment advisor with the SEC. Artemis Partners and the above firms are not affiliated.

 

 

Copyright © Artemis Partners 2023

CONTACT US

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5950 Sherry Lane, Suite 420, Dallas, Texas 75225

Securities offered through LION FINANCIAL STREET, LLC, member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. 

 

Death and Tax Advisors, LLC dba Artemis Partners and the above firms are independent and non-affiliated.  Tax and legal advice are not offed through The Lion Street Companies.  

Artemis Partners is presently licensed to sell traditional life insurance in AZ, CA, CO, DE, FL, IL, LA, MA, MI, MT, NC, NJ, OK, TN, TX, VA, and WY. Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CO, DE, FL, IL, LA, MA, MI, MT, NC, NJ, OK, TN, TX, VA, and WY.

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This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. 

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© 2023 by Death and Tax Advisors, LLC dba Artemis Partners Dallas

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