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DelMar, CA 92014
  • Phone:
    858-350-7539
  • Fax:
    858-350-9867
  • E-mail address: natasha@livingbenefitsinc.com
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Contact Us

DelMar, CA 92014
  • Phone:
    858-350-7539
  • Fax:
    858-350-9867
  • E-mail address: natasha@livingbenefitsinc.com

SagePoint Form CRS

The SagePoint Financial, Inc. financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AZ, CA, CO, FL, GA, ID, IL, MT, NC, NM, NY, OR, PA, TX, VA and WA.

California Insurance License: 0B15790.

Securities and investment advisory services offered through SagePoint Financial, Inc., Member FINRA/SIPC. SagePoint Financial, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of SagePoint Financial, Inc. SagePoint Financial, Inc. does not provide tax or legal advice.

 

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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