All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.
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1 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). FCs, ICs, and HNWRMs focus on a full suite of High Net Worth, Jade, Premier and Advance products and services. All offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, are offered through HSBC Securities (USA) Inc. and traditional insurance products are offered through HSBC Insurance Agency (USA) Inc.
* Of course, depending upon policy performance and factors such as loans and withdrawals, the policy may require a minimum premium(s) to keep the policy in force.