Effective Date: 05/12/2026 Last Updated: 05/12/2026
This Disclaimer applies to all content published by Trustmark Financial Group on our website, client portal, social media channels, newsletters, webinars, and any other materials we distribute. Read this Disclaimer alongside our Terms and Conditions, Privacy Policy, and Disclosures.
Content on the Services is provided for educational and informational purposes only. Trustmark Financial Group makes no warranties about the accuracy, completeness, or timeliness of the content.
Articles, calculators, illustrations, white papers, videos, and other content are not personalized investment, legal, tax, accounting, or insurance advice. Nothing on the Services creates a fiduciary, advisory, or planning relationship between you and Trustmark Financial Group.
A planning relationship begins only when a signed engagement letter is in place. Insurance, premium financing, and other product transactions require separate applications and agreements.
Decisions about your wealth, taxes, business, estate, and charitable giving should be made with qualified professionals who know your specific situation.
Past performance of any investment, insurance product, or planning strategy does not guarantee future results. Historical examples are illustrative and should not be relied on as predictive.
Insurance product information on the Services is general in nature. Specific terms, conditions, exclusions, and limitations are governed by the actual policy issued by the insurance carrier. Coverage is not bound until the carrier accepts the application and a policy is issued.
Insurance products:
Premium financing strategies discussed on the Services involve borrowing significant sums to fund insurance premiums. These strategies are appropriate only for certain qualified individuals. Risks include interest rate changes, collateral calls, policy lapse, taxable events on default, and dependence on the financial health of carriers and lenders. Review our Disclosures page and lender-specific documents before pursuing a premium financing arrangement.
Trustmark Financial Group does not provide tax or legal advice. Tax laws change frequently. Strategies described on the Services are based on current rules. Future changes in law may produce different outcomes. Always consult a qualified tax advisor or attorney before acting on tax or legal information.
Some content on the Services comes from third-party sources, such as research firms, news outlets, government agencies, and industry publications. Trustmark Financial Group does not independently verify all third-party content. We are not responsible for errors or omissions in material provided by outside sources.
Client testimonials and endorsements shown on the Services reflect the experiences of specific individuals. Their experiences may not be representative of all clients. Compensation, fee waivers, or other benefits provided in exchange for testimonials are disclosed where required. SEC and state rules govern the use of testimonials in advisory contexts.
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Trustmark Financial Group
Attn: Privacy Office
208 Glenway St., #957
Belmont, NC 28012
Email: info@trustmarkfg.com