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Investment advisory services provided by Wilson Financial Advisors, LLC.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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Ed Slott’s Elite IRA Advisor Group℠ (“Ed Slott”) is a membership organization. Membership requirements include payment of annual dues, ongoing training and successfully passing two exams per year based on material covered during workshops and webcasts. While members do receive advanced training in IRA distribution strategies, their membership in Ed Slott’s Elite IRA Advisory Group℠ in no way implies that they are experts on IRA distributions. Ed Slott’s Elite IRA Advisor Group℠ logo and/or trademarks are the property of their respective owner and no endorsement of Dennis Wilson is stated or implied.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Dennis Wilson or Wilson Financial Advisors is stated or implied.