This document provides disclosures related to Private Placement Variable Annuities, highlighting their nature as unregistered securities products intended for accredited investors or qualified purchasers. It outlines the tax implications, potential fees, and the importance of consulting with qualified advisors for legal and tax advice. The document emphasizes that the information is hypothetical and not indicative of future performance.
doj/DataSet10/EFTA01447445.pdf
{"title":"Private Placement Variable Annuity Disclosure","document_date":"2014","document_type":"correspondence","key_locations":["New York, NY"],"document_subtype":"disclosure","key_organizations":["Winged Keel Group","M Holdings Securities Inc."],"reference_numbers":["P3205-13","E28332"]}