As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, ﬁnancial, and/or legal advice. Please consult with a legal, ﬁnancial, and/or tax professional for speciﬁc information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various ﬁxed insurance products that may be shown herein do not address any individual’s speciﬁc situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or aﬃliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.

For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your speciﬁc situation using risk on or risk oﬀ asset classes in your retirement portfolio.

Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are oﬀered through Caitlin John Private Wealth Management LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not aﬃliated.

To access the following compliance forms, please visit www.caitlinjohn.com.

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