Any transaction that involves a recommendation to liquidate a securities product, including those within an IRA, 401(k) or other retirement plan, for the purchase of an annuity or for other similar purposes, can be conducted only by individuals currently affiliated with a properly registered broker/dealer or registered investment adviser. If you are a financial professional and do not hold the appropriate registration, please refer your clients to a broker/dealer representative or investment adviser representative for guidance on securities holdings.

This offer is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that GamePlan Financial Marketing, LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. Consumers are encouraged to consult their tax advisor or attorney.

This offer is designed for insurance licensed financial professionals.

G14607-B (08-14)

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