Legal

Terms & Disclosures

Important notices about our services and this website.

Insurance disclosures

Coverage, eligibility, premiums, riders, cash values, and benefits vary by carrier, product, age, health, state, and underwriting. Quotes are not final until approved by the issuing carrier.

Life insurance products are offered through licensed carriers. Product availability varies by state.

Business funding disclosures

Funding approval, terms, rates, and available products depend on lender requirements and applicant qualifications. Submission does not guarantee approval.

Simonne & Co. Financial Solutions is not a lender. Funding products are provided by third-party lenders, and all approvals are subject to their requirements.

Tax preparation

Tax preparation services are provided based on the information you supply. You are responsible for the accuracy and completeness of the information provided.

Educational content

Content on this website is for general education only and is not investment, legal, tax, or accounting advice. Simonne & Co. Financial Solutions is not an investment adviser.

Contact

Questions about these terms? Contact us at simonnecofinancial@gmail.com or 205-600-3708.