Important information
Disclosures
Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Design Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.
Design Financial Group may conduct life insurance and securities business in Michigan and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Design Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.
“AUL” refers to American United Life Insurance Company®, a OneAmerica Financial® company, Indianapolis, Indiana. OneAmerica Financial is the marketing name for the companies of OneAmerica Financial.
A recommendation to move retirement assets may create compensation for Design Financial Group, OneAmerica Securities, and the financial professional. Relevant alternatives and factors should be considered before action, including leaving assets in a former plan, moving them to a new employer plan when permitted, rolling them to an IRA, or taking a taxable distribution.