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Licensing

NAIC States

We are licensed for life insurance and annuity by local State Insurance Commissioners in Arizona, Texas, Wisconsin, New Jersey, New York, and Utah. 

 DeSimone  Blue Chip Planning, LLC, is an established multi member legal entity in Arizona since 2003 under the laws and protections of the State of Arizona.    


Picture at Del Mar Race Track ("where the turf meets the surf") in San Diego, California with friend/partner Getaloadofthis.   

Disclosures

Neither DeSimone Blue Chip Planning, LLC. nor its employees guarantee future values, or results in the future.  Financial solvency, interest rates, interest crediting, dividends, and all contractual guarantees are solely the responsibility of the issuing company/companies in all client transactions. This website is strictly to be used by adults over 21 years of age.  Minors are prohibited from interacting with this site in any manner. The use of any third party additions, links, downloads, references, endorsements, but not limited to, are strictly prohibited.  This site is authorized for only professional business purposes in the promotion and communication of DeSimone Blue Chip Planning, LLC.  

Market Risk Disclosures

DeSimone Blue Chip Planning, LLC. nor its employees cannot guarantee future values/performance of any and all markets such as, fixed interest, volatility risk, equities markets, real estate markets, precious metals, and all others not limited to the disclosed in this file.  We are also not responsible for third party risk in any client transaction outside of the control of DeSimone Blue Chip Planning, LLC. We will not be liable for any commercial bank failure, failures in technology in the distribution of client information, nor any changes in Federal or State Government policy within the United States of America.  Moreover, we will not be responsible for foreign government influence or failure.

Tax and Legal Risks

DeSimone Blue Chip Planning, LLC. is not licensed to practice law or accounting .  You are advised to refer to your own legal and/or accounting professional in your State.  Moreover, DeSimone Blue Chip Planning, LLC., nor its employees may guarantee future tax law, results, rulings of the IRS, or any private letter rulings for clients.  Clients are responsible to account and pay all taxes to the lawful government authorities on all Federal, State, and Local levels.  Our company will not be responsible for any actions of  advisers representing our clients due to their, error, negligence, incompetence, and malfeasance in any manner.

Securities/Performance Disclosures

Neither any of our programs, including life insurance and annuities are an offer to sell or a solicitation of an offer to buy a security, and may not be relied upon in connection with the purchase or sale of any security.  Not FDIC Insured. Index Annuities are not registered securities and do not directly participate in any stock or equity investment.  Interest credited to an index is linked to a market index, but annuity/life insurance performance may not match the market index.  Although there are minimum interest guarantees, actual interest credited may be zero in some cases.  Client's acknowledge that final decision regarding premium allocation between fixed and index strategies is the annuity/life insurance owner's decision.  DeSimone Blue Chip Planning, LLC., nor its employees will act as a registered investment adviser, unless certified.  Client's acknowledge that no prediction or guarantee of future premiums may be made at any time.  Past performance is not an indication of future performance.  Index annuities are intended for retirement funding or other long term accumulation needs and have penalties for early withdrawal.  A Disclosure statement, Buyer's Guide, and Suitability Statement must be provided to all annuity/life applicants.  Indexing is a method for calculating interest and may include concepts such as participation, rate, cap, spread, averaging, and point to point.