Disclosures

The information on getinsuredmoney.com is provided by Shawn Davis, a licensed insurance professional, and Greybeard Holdings LLC (“we,” “us,” “Insured Money”). Please read these disclosures carefully.

Licensing. Shawn Davis is a licensed insurance professional in the State of Texas, License #3503212. Insurance products and services are offered only in states where Shawn Davis is properly licensed and appointed: [LICENSED STATES]. Nothing on this site is an offer to sell, or a solicitation of an offer to buy, any insurance product in any state where Shawn Davis is not licensed.

Insurance products, not securities. The strategies described on this site center on Fixed Index Annuities and other insurance products. Annuities are insurance products, not securities. They are not investments in the stock market, and any reference to market index performance describes how interest may be credited — it does not mean you are invested in the market.

Not bank or government insured. When we use the words “insured” or “insured money,” we are describing insurance-based strategies — not bank deposit insurance. Annuity and insurance products are not FDIC-insured, are not bank deposits, and are not guaranteed by any bank or by any federal or state government agency. Product guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company, with additional protection that may be available through your state’s insurance guaranty association, subject to its limits.

Not investment, tax, or legal advice. Shawn Davis is not a registered investment adviser, broker-dealer, certified public accountant, or attorney. The content on this site — including any discussion of Roth conversions, required minimum distributions, long-term care benefits, or tax treatment — is educational and general in nature. It is not, and should not be relied on as, individualized investment, tax, or legal advice. Tax laws are complex and change, and their application depends on your specific circumstances. Always consult your own qualified tax, legal, and financial professionals before making any decision.

No guarantee of results. Any figures, examples, or scenarios shown are hypothetical and for illustration only. They do not represent or guarantee any specific outcome. Product features, interest crediting, caps, rates, bonuses, riders, and availability are set by the issuing carrier, vary by product and state, and are subject to change. Annuities are long-term products; surrender charges and other fees may apply, and early withdrawals may be subject to charges and tax consequences.

No client relationship from the website. Scheduling or completing a free call (the “Insured Money Check”) is for educational discussion only. It does not create any client, agency, or fiduciary relationship, and it does not obligate you to purchase anything. No products are sold through this website.

Third parties. Any third-party names, products, or links are for reference only and do not imply endorsement. Testimonials, if shown, reflect individual experiences and are not a guarantee of future results.

Questions about these disclosures: shawn@getinsuredmoney.com · 916-360-0696.