Legal Disclosures

King Legacy Shield provides education, strategy, and coordination for life insurance and tax-advantaged planning. King Legacy Shield does not itself provide investment advisory services, securities brokerage, or legal or tax advice. Clients should consult their own qualified attorney or CPA regarding legal and tax matters.

When appropriate, clients may be introduced to independent, licensed professionals (e.g., investment advisors, attorneys, CPAs). These professionals provide services under their own licenses and regulatory frameworks. King Legacy Shield does not supervise or guarantee their work.

King Legacy Shield may receive compensation through insurance commissions when a client elects to implement a recommended strategy. We do not receive compensation for referrals to outside professionals unless specifically disclosed in writing.

All investing and insurance strategies involve risk, including the potential loss of principal. Product features, riders, and living benefits are subject to the terms of the issuing carrier and the health and eligibility of the insured. There is no guarantee that any strategy will be successful.

Testimonials on this site, if any, reflect the experiences of individual clients and are not a guarantee of future results.

Any projections, illustrations, or forward-looking statements presented on this site or in a consultation are for educational purposes only and are based on assumptions that may not materialize.