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GBS Insurance and Financial Services, Inc., its affiliated companies, and their representatives and employees do not give legal or tax advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Utilizing third party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients. Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. As it relates to office set-up broker dealers and registered investment advisors have specific signage requirements privacy policies and other supervisory controls requirements. Shared marketing programs or content in no way supersedes the requirements of a financial professional's license requirement or the policies and procedures of your broker dealer or registered investment advisory firm.

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