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Our Services
3 Core Principles

Contact Info

(860) 400-6022
GGNEInfo@gradygroupinc.com

Main Office:
360 Bloomfield Ave.
3rd Floor, Suite 301
Windsor, CT 06096

100 Pearl Street
14th Floor
Hartford, CT 06103

Lee Farm Corporate Park
83 Wooster Heights Rd., Suite 125
Danbury, CT 06810

125 Eugene O’Neil Dr., Suite 140
New London, CT 06320

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

**Backed by the claims-paying ability of the carrier. Fixed Index Annuity products can provide a reasonable rate of return over time.

By contacting Mark Sortman NC insurance license #20359258/The Grady Group of New England Inc. NC insurance license #3002067526, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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