October 2021

Oct

Have Questions? We have Answers.

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The Bailey Group SBA Life Insurance Frequently Asked Questions: Will the bank be the beneficiary of my life insurance? No. You can name your beneficiaries (spouse, children, business partner) but the bank must be the assignee of your insurance policy. Can I assign my current life insurance policy instead of taking out a new policy? Yes, but most companies the

Address:

The Bailey Group
1111 N Westshore Blvd, Suite 309
Tampa, FL 33607

Contact Numbers

Telephone: (813) 207-7512
Toll Free: (866) 207-8988

Email:

concierge@thebaileygp.com

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/ SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products, including those issued by affiliate Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice.

Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

The Bailey Group is not owned or operated by Equitable Advisors or Equitable Network. PPG-137813 (Rev. 9/20) (Exp. 10/2024)

https://brokercheck.finra.org/