The information throughout the following noted websites is provided by Paul M. League and League Financial & Insurance Services (“LFIS”), herein collectively referred to as LFIS.

ALL INFORMATION AND CONTENT ON THE LFIS WEBSITES www.LeagueFinancial.com, ARE SUBJECT TO APPLICABLE STATUTES AND REGULATIONS, FURNISHED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON INFRINGEMENT. THE THIRD PARTY MARKS APPEARING ON THIS SITE ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS. ALL OTHER MARKS APPEARING ON THE SITE ARE THE PROPERTY OF LFIS.

IN NO EVENT WILL LFIS BE LIABLE TO ANY PARTY FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES FOR ANY USE OF THIS WEBSITE, OR ON ANY OTHER HYPERLINKED WEBSITE, INCLUDING, WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF PROGRAMS OR OTHER DATA ON YOUR INFORMATION HANDLING SYSTEM OR OTHERWISE, EVEN IF WE ARE EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Viewing this Website does not constitute an offer of products or services outside the area where Paul M. League or League Financial & Insurance Services are registered or exempt from registration.

The information presented is meant to be as accurate as possible although we disclaim any implied warranty or representation about its accuracy, completeness, or appropriateness for any particular purpose. No part of the information contained in or from any part of this website may be reproduced, copied, or transmitted in any form or by any means, electronic or mechanical, including recording, photocopying, or by any information storage retrieval system, without prior written permission from LFIS. You assume full responsibility for using the information at this site, and you understand and agree that LFIS is neither responsible nor liable for any claim, loss, or damage resulting from its use. The mention of specific products or services at this site does not constitute or imply a recommendation or endorsement by LFIS, unless it is explicitly stated.

Copyright Policy:

The contents of LFIS sites on the Internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

LFIS prohibits the use of any LFIS copyrights or trademarks as a link to any LFIS website unless the establishment of such a link is approved, in writing, or unless the following “Linking Conditions” are met in full. The following are trademarks of LFIS and cannot be used without LFIS’s express written permission: Paul M. League, LFIS, LEAGUE FINANCIAL & INSURANCE SERVICES, the LEAGUE FINANCIAL & INSURANCE SERVICES LOGO. ©All rights reserved.

Hyperlinks Disclaimer:

PLEASE NOTE: The information being provided through a link is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Linking Conditions:

We welcome and encourage links to our sites (herein collectively referred to as “our sites” or “LFIS websites”).You may link only to our sites, provided you agree to the conditions described below.Links may not be established to any other pages of the website without our prior written permission. If you establish a link to the website, you will be deemed to have agreed to these Linking Conditions.

You may link only to the homepage of our sites. If you link to our sites, we grant you a limited, non-exclusive, non-transferable, royalty-free license to use the LFIS service mark and Internet icon(s) or banners, if available, (the “Licensed Marks”) solely for the purpose of serving as a link from your website to our sites. Except for the limited license to use the Licensed Marks granted in this paragraph, you may not use any of our sites trademarks or service marks (the “Marks”) for any reason without our prior written permission.

You acknowledge that all rights to the Marks, the content appearing on any of our sites, and the look and feel of our sites, belong exclusively to LFIS and/or its third party licensors. You will not at any time directly or indirectly contest or infringe these rights.

If you link to our sites, your website may not create frames around our sites, or use other techniques that alter the visual presentation of our sites, and:

  • May not imply that LFIS is endorsing you or your products or services.

  • May not imply an affiliation between your company and LFIS without prior written consent by LFIS.

  • May not misrepresent your relationship with LFIS or present false or misleading impressions about LFIS products or services.

  • May not contain materials that may be interpreted as distasteful or offensive, and should be appropriate for all age groups.

  • LFIS shall have no responsibility or liability for any content appearing on your website.

  • LFIS – at any time, in its sole discretion – may immediately terminate your license or grant to use the Licensed Marks and your right to link to our sites, with or without cause. If LFIS exercises this right, you must immediately remove all links to the website and cease using the Licensed Marks.

  • LFIS may amend these Link Conditions at any time. You agree to abide by these Link Conditions and other legal terms and conditions on our sites, as amended from time to time.

All terms and conditions related to the use of our sites will be construed according to the laws of the State of California, United States of America, without regard to its conflict of law provisions. By using the website, or our sites, you consent to the exclusive personal jurisdiction and venue of courts located in the State of California, LA County, regarding all disputes related thereof.

Professional Designations Disclosure:

The credentials or designations, whether service marks, trade marks, copyrights, or other, used or referenced throughout this site, are the property of the owners or issuers of those designations, and not LIFS (see following for examples, along with their respective disclosures).


The QFP — QUALIFIED FINANCIAL PLANNER designation, is issued by the INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP). The QFP is granted to persons having completed IAQFP approved education, exam, ethics & experience criteria in the Financial Planning methodology, including the commitment to the professions highest ethical and continuing education standards. The QFP agrees to at all time adhere to the IAQFP – Code of Ethics & Professional Conduct. You may both verify & locate a QFP by using the QFP Verification Registry located at: www.IAQFP.org.


CFP® , CERTIFIED FINANCIAL PLANNER™ and the CFP® flame logo are federally registered services marks of CFP® Board of Standards, Inc.

Financial Products Disclosures:

GENERAL DISCLAIMER

Material discussed on this site is meant for general illustration and/or informational purpose only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Discussions of past performance do not imply guarantee or assurances of future results. Neither the information presented nor any opinion expressed constitutes a presentation by us or a solicitation for the purchase or sale of any specific financial product.

Effective July 1, 2001, the State of California enacted Assembly Bill 2107, requiring the following disclosure for all those persons 65 years of age and older contemplating the purchase of either life insurance or annuity contracts:

In the process of evaluating the purchase of any life insurance or annuity contract, you should understand that the sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity or other asset to fund the purchase of one or more of these products may have tax consequences, early withdrawal penalties or other cost or penalties as a result of the sale or liquidation. Prior to purchasing the new life insurance or annuity contract, you may want to obtain independent legal or financial advice before selling or liquidating any assets.

Client Privacy & Other Disclosures:

PRIVACY NOTICE – REGARDING CLIENT PRIVACY

Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.


Information We Collect: In connection with providing insurance or financial products, services or advice, we obtain non-public personal information about you, including:

  • Information we receive from you on account applications, such as your address, date of birth, Social Security Number, occupation, financial goals, assets and income;

  • Information about your transactions with us, our affiliates, or others; and

  • Information received from credit or service bureaus or other third parties, such as your credit history or employment status.

Categories of Information We Disclose: We may disclose all information that we collect. We do not sell customer lists and will not sell your name to telemarketers.

Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:

  • To your authorized insurance & financial advisor or agent and his or her manager.

  • To entities that perform services for us or function on our behalf, including financial service providers, such as an insurance company;

  • To consumer reporting agencies,

  • To third parties who perform services or marketing on our behalf;

  • To your attorney, trustee or anyone else who represents you in a fiduciary capacity;

  • To our attorneys, accountants or auditors; and

  • To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries.


How We Use Information: Information may be used among our companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:

  • To protect your accounts from unauthorized access or identity theft;

  • To process your requests such as insurance or financial product purchases and sales;

  • To establish or maintain an account with an unaffiliated third party, such as a financial institution or insurance company;

  • To service your accounts, such as by issuing checks and account statements;

  • To comply with Federal, State, and Self-Regulatory Organization requirements;

  • To keep you informed about our services that are or maybe of interest to you.

Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.

Closed or Inactive Accounts: If you decide to close your account(s) or become an inactive customer, our Privacy Policy will continue to apply to you.

Complaint Notification: Please direct complaints to: Paul M. League at PO Box 11800, Palm Desert, CA 92255-1800.

Changes to This Privacy Policy: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please write to: Paul M. League at PO Box 11800, Palm Desert, CA 92255-1800.

Paul M. League – League Financial & Insurance Services – BUSINESS CONTINUITY PLAN DISCLOSURE

We maintain a business continuity plan and generally intends to continue business in the event of a significant business disruption. For more information regarding this please contact Paul M. League at PO Box 11800, Palm Desert, CA 92255-1800.

Paul M. League – League Financial & Insurance Services – COMPENSATION SOURCE DISCLOSURE

Paul M. League – League Financial & Insurance Services may from time to time share or receive compensation with or from insurance companies or other parties such as marketers or lead services. Please contact Paul M. League at PO Box 11800, Palm Desert, CA 92255-1800 if you desire greater disclosure regarding such arrangements.

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This information is regularly updated. You can return to this page at anytime for the most updated of these kinds of disclosures. You can access this information at:

www.LeagueFinancial.com/terms-of-use

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Circular 230 Disclaimer: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this website (including any linked sites or attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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© Copyright by Paul M. League, League Financial & Insurance Services, LeagueFinancial.com, “our sites”, collectively referred to throughout as “LFIS.” All rights reserved. No part of this site may be reproduced, recorded, transmitted or distributed in any form or by any means without the express prior, written consent, of the Founding Principal of LFIS; namely, Mr. Paul M. League.

 

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