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 emphasizes the need to read the annuity contract thoroughly and provides information about Winged Keel Group's services.
doj/DataSet10/EFTA01447443.pdf
{"title":"Private Placement Variable Annuity Disclosure","document_type":"correspondence","key_locations":["1700 Broadway, 34th Floor, New York, NY 10019"],"document_subtype":"disclosure","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc."],"reference_numbers":["P3202-13","DB-SDNY-0102075","SDNY_GM_00248259","EFTA01447443"]}