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 legal and tax advisors. The document also includes information about Winged Keel Group, an independent life insurance brokerage firm.
doj/DataSet10/EFTA01447448.pdf
{"title":"Private Placement Variable Annuity Disclosure","document_date":"2014","document_type":"correspondence","key_locations":["1700 Broadway, 34th Floor, New York, NY 10019"],"document_subtype":"disclosure document","key_organizations":["Winged Keel Group","M Holdings Securities, Inc."],"reference_numbers":["P3202-13","DB-SDNY-0102081","SDNY_GM_00248265","EFTA01447448"]}