Strategies to Protect the client’s legacy—and those THEY BUILT IT FOR
Life Insurance & Risk Management
Regulatory Disclosure:
Smartchase is not a registered investment dealer, portfolio manager, insurance carrier, or mortgage brokerage. Smartchase does not provide securities trading, portfolio management, or discretionary investment services. Investment, insurance, and mortgage advice, along with securities transactions, insurance product placement, and mortgage brokering are provided solely by appropriately licensed and registered third-party professionals. Such licensed advisors or registrants may be affiliated with Smartchase, and any such arrangement is governed by a formal referral agreement and duly disclosed. Unless explicitly disclosed otherwise, Smartchase acts in a strategic and coordinating capacity only.
