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Legal

Insurance disclosures

Medicare disclosure

We do not offer every plan available in your area. Currently we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Not connected with or endorsed by the United States government or the federal Medicare program.

Insurance and annuity products

  • Are not FDIC insured
  • Are not bank guaranteed
  • May lose value
  • Are not deposits
  • Are not insured by any federal government agency
  • Are not a condition to any banking service or activity

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Product features, riders and availability vary by state and carrier.

No legal or tax advice

The Acclivus Group and its advisors do not provide legal, tax, or accounting advice. You should consult your own legal and/or tax advisors before making any financial decisions.

Licensing

Advisors of The Acclivus Group are licensed insurance professionals. License details for your state are available on request and are confirmed before any application is taken.

Instant quotes and online applications

Quotes produced by our instant quoting tools are estimates, not an offer of coverage. Final premiums and approval are determined by the issuing carrier after underwriting. Life insurance products quoted through the InstaBrain platform are underwritten by Fidelity Life Association, a legal reserve life insurance company. Product availability, coverage amounts and eligible ages vary by state.

When you request a quote or start an application, the information you provide is shared with The Acclivus Group and, as needed to prepare your quote or application, with the issuing carrier and its platform providers. We do not sell your information to third parties. Social Security numbers and payment details are collected only inside the carrier's secure application — never stored by this website.

Contact consent

Where you check a consent box on our forms, you agree that The Acclivus Group may contact you by phone, text message or email, including with automated technology, about your request. Consent is not a condition of purchase, and you may opt out at any time by replying STOP to any text or using the unsubscribe link in any email.

Insurance and annuity products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

The Acclivus Group (TAG) and its advisors are licensed insurance professionals. Insurance products, including Medicare plans, life insurance, and annuities, are offered through licensed insurance agents and are subject to the terms, conditions, and limitations of the issuing carrier. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

We do not offer every plan available in your area. Currently we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.

The Acclivus Group and its advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is for educational purposes only and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.