Disclosures

Investment Advisory Services

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on 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 carrier. Annuities are NOT FDIC insured.


Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).

Information throughout this internet site, whether charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

Investment Performance

Past performance is not indicative of future results. Portfolio performance is the result of the application of the LifePro Asset Management’s proprietary investment process for the relevant time period. LifePro Asset Management’s Tactical Opportunity strategy is an absolute return investment discipline that combines asset allocation with sector and stock selection to target growth and value stocks. Portfolio performance is shown net of the product fee of 1%, the highest fee charged by LifePro Asset Management and transaction fees. Performance does not reflect the deduction of other fees or expenses, including but not limited to independent advisory fees, brokerage fees, custodial fees and fees and expenses charged by mutual funds and other investment companies. 

The indices used by LifePro Asset Management allow for comparison of the investor’s performance to that of certain well-known and widely recognized indices. Indices are typically not available for direct investment, are unmanaged and do not incur fees or expenses. 

S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly.

Actual performance of client portfolios may differ materially due to the timing related to additional client deposits or withdrawals and the actual deployment and investment of a client portfolio, the length of time various positions are held, the client’s objectives and restrictions, and fees and expenses incurred by any specific individual portfolio, among other factors. Portfolio performance results shown are compared to the performance of various indices.

The index indices used by LifePro Asset Management have been selected to represent an appropriate benchmark to compare an investor’s performance and are disclosed to allow for comparison of the investor’s performance to that of certain well-known and widely recognized indices. S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly. 

Insurance Quotes

This site provides insurance quotes and information. Each rate shown is a quote based on information provided by the carrier and/or company supplying website quote form. Insurance quotes appearing on this website or provided by Abrams Insurance Solutions agents are nonbinding. While we have done our best to ensure all rates are accurate; human error is a possibility. The insurance company’s rates will always supersede whatever rates appear on our website or are offered by the agent.

Not all products are available in all states. Product eligibility and final cost to consumer must be approved and offered by each company after the applicant completes the application and underwriting requirements.

By submitting a quote or contact request through any of our contact or quote forms, you agree to Abrams Insurance Solution’s privacy policy. Furthermore, you also consent and expect to be contacted via text, email and phone by a licensed agent of Abrams Insurance Solutions, which may be may be conducted using automated dialing technology.

Although the Abrams Insurance Solutions website may include statements on various life events and financial, legal or tax concerns, these statements are provided for informational purposes only, and are not intended and should not be relied upon as legal, tax or personalized advice. Advisor is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Be sure to first consult with a qualified tax professional, and/or legal counsel before implementing any securities, investments, or strategies discussed.

Website

No portion of abramsinc.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.

Under no circumstances will Abrams Insurance Solutions share or sell your information with a third party without your consent.

View our terms of service and license numbers.

Trademark

Abrams Insurance Solutions is a Registered Trademark (Registration Number 6,110,770). The Mark was registered on July 28, 2020 and owned by Abrams Insurance Solutions, Inc.

Contact us with any questions or concerns.