Compliance Statement & Disclosure

For use with non-registered products only. The insurance products described may be issued by various companies and may not be available in all states. All comments about such products are subject to the terms and conditions of the insurance contract issued by the carrier. These materials are provided for educational purposes only. Banyan Life Financial, LLC makes no representation regarding the suitability of this concept or the product(s) for an individual nor is Banyan Life Financial providing tax or legal advice. You should consult your own tax, legal or other professional advisor. To ensure compliance with requirements imposed by the IRS, we inform you that, unless expressly stated otherwise, any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.