Privacy and Other Important Disclosures

For over ten years, we have delivered solutions to manage risk and provide guaranteed income to individuals, family offices, non-profit organizations, privately held businesses, publicly held companies and multi-national corporations. The information and opinions on this site are for informational purposes. The information is not intended to serve as the primary basis for legal, tax or investment decisions, nor should it be considered as advice designed to meet the specific needs of an individual investor. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content. Information provided by third parties has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Goodwin Financial has numerous affiliates, including several state chartered insurance agency subsidiaries. Please note that we will continue to share some account information with our portfolio of representative companies as permitted by law. We may do so for internal purposes in order to process a transaction for you, or to provide you with more value or better service. Linked sites are not under the control of Goodwin Financial and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Linked sites may contain rules and regulations, privacy provisions, confidentiality provisions, transmission of personal data provisions, and other provisions that differ from the provisions of this web site. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications  requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow -up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the

effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Products and services mentioned in this web site are available in Texas, California, Illinois, Nevada, New York and US Virgin Islands. To request a prospectus or information contact Goodwin Financial. Representatives may also be designated to provide advisory services as Investment Advisor Representatives (IAR). IARs may receive fees for advisory services that are separate from commissions received in connection with the purchase or sale of securities. Goodwin Financial or its affiliates or divisions are not banks or credit unions, and the products we offer are not federally guaranteed or FDIC insured. They involve risks including possible loss of principal, and may fluctuate. We offer an array of products to fit the needs of any investor. Goodwin Financial will provide model portfolio recommendations based on personalized asset allocation needs analysis. Contact Us for more information or a prospectus. Please read the prospectus carefully before you invest or send money. To request a prospectus or information contact Goodwin Financial. Representatives may also be designated to provide advisory services as Investment Advisor Representatives (IAR). IARs may receive fees for advisory services that are separate from commissions received in connection with the purchase or sale of securities. Goodwin Financial or its affiliates or divisions are not banks or credit unions, and the products we offer are not federally guaranteed or FDIC insured. They involve risks including possible loss of principal, and may fluctuate. We offer an array of products to fit the needs of any investor. Goodwin Financial will provide model portfolio recommendations based on personalized asset allocation needs analysis. Contact Us for more information or a prospectus. Please read the prospectus carefully before you invest or send money.