Disclosure Regarding Structure, Compensation, Product Selection and Role
Navigant Advisory Group LLC is a firm comprised of independent sales agents across the United States who act as consultants that specialize in the design, implementation, administration of Voluntary and Involuntary Executive Benefit Plans (“V Plans”).
The Producers that are also a licensed insurance agents are acting as an appointed agent for other insurance companies. Producers affiliated with Navigant Advisory Group may offer and sell products from a number of third-party insurance companies. The producers, however, do not represent all insurance and investment companies nor do they necessarily offer to sell all products from each insurance that they represent.
When a Producer interacts with a client, he or she is doing so as an independent executive benefit consultant of Navigant Advisory Group LLC when engaged in plan design and analysis the Producer and or consultant is not acting in a fiduciary role with respect to any client.
Navigant Advisory Group affiliates, producers and independent agents and owners of the firm do not provide, offer or receive compensation for legal, tax, accounting or investment advice. Commission and fee schedules vary by product, service. What and how a Independent Producer or independent agent is compensated when a client purchases an insurance product depends on the product and the insurance company issuing the product. While the exact amount of compensation payable may not be determinable until the arrangement is finalized, an estimate of such compensation can be provided to the client upon request.
Each Producer is independent and may provide certain analysis, design, marketing, and other support services to Navigant Advisory Group clients.
Should there be any material change that affects the arrangements described herein, this disclosure statement will be amended accordingly. For additional information, please contact us at firstname.lastname@example.org.