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Investment advisory services by IQ WEALTH MANAGEMENT®, a registered investment adviser. Asset Custodian: Fidelity Institutional, Member FINRA SIPC. No part of this message should be considered investment or tax advice. No investment advice can be given without a personal review.

Annuities are issued through IQ Retirement Planning, Inc., an independent agency licensed with multiple insurance carriers in multiple states. Annuities and insurance guarantees rely upon the financial strength of the issuing insurer, so compare income, accumulation, bonuses, limitations, charges, and other key factors objectively. We can help. Past performance of all assets and indices should never be relied upon to predict future results. Always seek tax advice from your tax preparer. Fixed index retirement annuities are not investment securities. They are contracts for lifetime income which can also have an accumulation component based on the upward movement of indexes. Fixed index annuity owners are not at risk of losses due to market declines. Our firm also offers a wide array of equity based investments.

Past performance of any investment, annuity, or index is not a guarantee or reliable indicator of future performance. Investment management and advisory services provided by IQ Wealth Management, a Registered Investment Advisor. Securities managed by IQ Wealth are held in custody at Fidelity Institutional, and/or Schwab, Members FINRA, SIPC. No information or attachments herein shall be construed as an offer to "buy," "purchase" or "sell" a security and our firm makes no commissions on any security. All information offered on radio, on websites, in emails, or in any collateral are intended as educational and/or promotional.

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