Evergreen Legacy is a DBA of Capital Direct Financial Corporation. Life insurance and annuity products are contracts issued by third-party insurance carriers; product availability, features, and any guarantees are subject to the terms of the contract and the claims-paying ability of the issuing carrier. Indexed universal life policies involve costs and market-linked crediting that can be lower than expected; policy loans and withdrawals reduce cash value and death benefit. Potential tax advantages depend on individual circumstances — this site is educational and is not tax, legal, or investment advice. Consult a licensed professional before making decisions.
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