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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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Concorde Investment Services, LLC (CIS) member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM) an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency, Inc (CIA). TruWealth Financial is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here.

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IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts; therefore, you should consult your legal or tax professional regarding the specifics of your individual situation.

Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

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Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.

The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.