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Million Dollar Round Table Disclosure

Membership to the Million Dollar Round Table was granted on January 1st, 2024 for the time period of 2023. The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long-term care.

 

Annual qualification requirements include demonstrating a set annual production requirement, agreeing to a code of ethics, and payment of annual dues, but is not based on client experience or performance.

 

For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/join/member-requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.

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BWA Disclosure

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Nelson Insurance Advisors LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Tax Disclosure

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

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