Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is provided through Private Advisor Group, a Registered Investment Advisor. JBL Financial Services Inc. and Private Advisor Group are separate entities from LPL Financial. The content of this show is for general informational purposes and not specific to individual advice or recommendations. Historical performance is not a guarantee of future results, and all indices are unmanaged and cannot be invested into directly. Consult with your attorney or tax advisor for personalized guidance on legal or tax matters. Please note, insurance coverage depends on factors like health, occupation, and lifestyle, as determined by the insurance provider. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, GA, IL, IN, MO, MN, NC, TN, TX, KY, OH, SC, IA.
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Episodes
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
Straight Talk on Retirement 8/28/21 by Straight Talk on Retirement | JBL Financial
Tuesday Sep 14, 2021
Tuesday Sep 14, 2021
Straight talk on Retirement 8/14/21 by Straight Talk on Retirement | JBL Financial
Thursday Sep 02, 2021
Thursday Sep 02, 2021
Straight Talk on Retirement 7/31/21 by Straight Talk on Retirement | JBL Financial
Thursday Sep 02, 2021
Thursday Sep 02, 2021
Straight Talk on Retirement 7/24/21 by Straight Talk on Retirement | JBL Financial
Thursday Sep 02, 2021
Thursday Sep 02, 2021
Straight talk on Retirement 7/17/21 by Straight Talk on Retirement | JBL Financial
Thursday Sep 02, 2021
Thursday Sep 02, 2021
Straight Talk on Retirement 7/10/21 by Straight Talk on Retirement | JBL Financial
Friday Jun 18, 2021
Friday Jun 18, 2021
Straight Talk on Retirement 5/15/21 by Straight Talk on Retirement | JBL Financial
Friday Jun 18, 2021
Friday Jun 18, 2021
Straight Talk on Retirement 5/8/21 by Straight Talk on Retirement | JBL Financial
Tuesday Jun 08, 2021
Tuesday Jun 08, 2021
• CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity. Annuities
are not FDIC insured. Annuities are long-term, tax-deferred investment vehicles designed for
retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon
withdrawal. Withdrawals made prior to age 59 ½ are subject to 10% IRS penalty tax. Surrender
charges apply. Guarantees are based on the claims paying ability of the issuing insurance
company.
• Variable annuities are long term, tax-deferred investment vehicles designed for retirement
purposes and contain both an investment and insurance component. They have fees and charges,
including mortality and expense risk charges, administrative fees, and contract fees. They are
sold only by prospectus. The investment returns and principal value of the available sub-account
portfolios will fluctuate so that the value of an investor’s unit, when redeemed, may be worth
more or less than their original value.
• Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline
as interest rates rise and bonds are subject to availability and change in price.
• This is a hypothetical example and is not representative of any specific situation. Your results will
vary. The hypothetical rates of return used do not reflect the deduction of fees and charges
inherent to investing.
Tuesday Jun 08, 2021
Tuesday Jun 08, 2021
An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance
Corporation or any other government agency. Although the Fund seeks to preserve the value of
your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
Per SEC rule 482(b)(5) prospectus language must be in a type size at least as large as, and a style
different from (eg. Italicized or bolded) as that used in a major portion of the materials.
CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas
investing in securities is subject to market risk including loss of principal
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