Edward Financial Group


Disclosure Statement: Understanding Our Commitment to You

At Edward Financial Group, we prioritize transparency and your best interests in every interaction. As part of our commitment to providing you with exceptional service and guidance, we adhere to the standards outlined in the National Association of Insurance Commissioners (NAIC) Annuity Suitability “Best Interest” Model Regulation.

This regulation emphasizes our dedication to your financial well-being by ensuring that any recommendations or advice we provide regarding annuities are in your best interest. As independent insurance producers, we are obligated to act with care, skill, prudence, and diligence when offering annuity products and services.

Our commitment to you includes:

  1. Transparent Communication: We will communicate clearly and openly, providing you with all the information you need to make informed decisions about your financial future.
  2. Thorough Assessment: Before recommending any annuity product, we will conduct a thorough assessment of your financial situation, goals, and risk tolerance to ensure that our recommendations align with your needs.
  3. Suitability Analysis: We will carefully analyze the suitability of any annuity recommendation based on your individual circumstances, taking into account factors such as your age, financial objectives, and income needs.
  4. Conflict Mitigation: We will actively manage and mitigate any conflicts of interest to ensure that our recommendations are solely based on what is best for you.
  5. Ongoing Monitoring: We will continuously monitor your annuity investments and provide periodic reviews to ensure that they remain aligned with your financial goals and objectives.


Our goal is to build a long-term relationship based on trust, integrity, and mutual respect. If you have any questions or concerns about our obligations under the NAIC Annuity Suitability “Best Interest” Model Regulation or any other aspect of our services, please do not hesitate to contact us.

Thank you for entrusting Edward Financial Group with your financial needs. We look forward to serving you with the highest level of professionalism and care.