Living Wealth Advisors LLC Information

No. Living Wealth Advisors provides analytical and monitoring services with respect to insurance policies owned by our clients. We are not a financial advisor and we do not solicit, negotiate or sell investments or securities. Furthermore, we do not provide investment advisory services. We recommend that our customers discuss their insurance needs with properly licensed insurance professionals or other financial advisors of their choosing. Does Living Wealth Advisors provide legal advice to us its customers? No. We provide advisory and consulting services to our clients with respect to their insurance policies. We do not act as legal counsel or provide any legal services. We recommend that our customers discuss any legal issues or concerns with properly licensed attorneys of their choosing. How do I engage Living Wealth Advisors to review a life insurance policy? Once you have decided to engage Living Wealth Advisors, please contact one of our principals: Marcia Shieldknight (806.674.3761 - marcia.shieldknight@livingweathadvisors.com) or Mark Freitag (404.483.8542 - mark.freitag@livingwalthadvisors.com). We will work with you to execute an engagement letter and the other documents necessary for us to gather the information we need to analyze your life insurance policies.