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Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Personal Asset for a prospectus, summary prospectus for SEC-registered products or disclosure document for unregistered products, if available, containing this information. Read each carefully before investing.

Securities, when presented, are offered and/or distributed by Personal Asset Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser, Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.  

IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

Insurance products are issues by or offered through Personal Asset Annuity Insurance Company of America, Corporate Headquarters: Greenwood Village, CO; or in New York, by Personal Asset Life & Annuity Insurance Company of New York, Home Office: New York, NY. 

The managed account service is part of the Personal Asset Advisory Services suite of services offered by Personal Asset Advisory Group, LLC, a registered investment adviser.

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All features may not currently be available and are subject to change without notice. ©2022 Personal Asset Retirement, LLC. All rights reserved.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency.