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Avantax Disclosure Catalog (ADC)
Insurance and Annuity Products
Insurance and Annuity Products
This section provides information about the Insurance Program and Annuity product offerings.
Letter of Acknowledgement Regarding Change in Investment Portfolio
Variable Universal Life (VUL) Form
Insurance Purchasing / Exchange Disclosure – Variable Annuities IPED
Insurance Purchasing / Exchange Disclosure – Qualified Retirement Plans
Annuity Buyer’s Guide
Indexed Annuity Disclosure
Fee Only Variable Annuity Disclosure Form
Fee Only Indexed Annuity Disclosure Form
Home
For Your Wealth & Planning
Let's Get Started
Financial Planning
Wealth Management
Retirement Planning
Helpful Articles & Tips
Calculators
For Financial Pros, CPAs & Tax Pros
Overview
Tax Professionals & CPAs
Financial Pros
What Can Avantax
®
Do for You?
Meet the Regional Team
About
Our Company
Leadership
Avantax Planning Partners
SM
News
Market Updates & Articles
Social Hub
Legal & Compliance Policies
Corporate
About Us
Service Offerings
Investors
Press Releases
Careers