Disclosures

General Disclosure

Uhud Insurance & Financial Services provides life insurance and financial strategy guidance. Guarantees are based on the claims-paying ability of the issuing insurance company. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may have tax consequences.

Tax & Legal

This material is for educational purposes only and is not tax or legal advice. The tax treatment of life insurance, including strategies referencing Internal Revenue Code Section 7702, depends on proper policy structuring and individual circumstances. Consult a qualified tax professional and attorney.

Infinite Banking

“Infinite Banking” describes a strategy that uses the cash value of a properly designed participating whole life insurance policy. It is not a separate product, account, or bank, and results depend on policy design, funding, and the issuing carrier.

State Availability

Products and features are not available in all states. A licensed advisor will confirm availability for your situation.