Insurance Disclosures

Licensing

Insurance products are offered only in states where the practitioner is properly licensed. States of licensure: [List of states where insurance licenses are held]. License numbers: [License numbers, if the business elects to publish them]. Both values are placeholders pending confirmation by the business.

Carrier determination

Product availability, eligibility, pricing, benefits, and coverage are determined by the applicable insurance carrier, subject to that carrier's underwriting standards and the terms of the issued policy. Nothing said or published by Peak City Financial binds coverage.

No guarantee of outcome

No representation is made regarding savings, approval, coverage, tax benefits, or any specific financial outcome. Illustrations and examples are hypothetical and are not a promise of performance.

Compensation

The practitioner may receive commissions or other compensation from insurance carriers in connection with products placed. [Compensation disclosure language to be confirmed for each state and carrier.]

Not a substitute for policy documents

Descriptions on this site are summaries. The issued policy, certificate, and carrier disclosures govern the actual terms, conditions, exclusions, and limitations of any coverage.

Scope

Peak City Financial is not a bank, registered investment adviser, securities broker-dealer, law firm, or CPA firm, and does not offer securities or investment advisory services.