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Disclosures

The disclaimer that governs your use of this site and its educational content about annuities.

Last Updated: June 4, 2025

Disclaimer: Certified Annuity Advisor

The Certified Annuity Advisor (CAA) website (www.certifiedannuityadvisor.com), owned and operated by Financial Planning Institute, provides educational resources on annuities, administers the CAA certification process for professionals, and offers a matchmaking service to connect consumers with Certified Annuity Advisors (CAAs). This Disclaimer governs your use of our website and services.

General Information Only

The content on this website, including educational materials about annuities, is provided for general informational purposes only and does not constitute financial, investment, tax, legal, or other professional advice. Financial Planning Institute is not a financial advisory firm and does not provide personalized financial recommendations. You should consult a qualified professional, such as a CAA, before making any decisions regarding annuities or other financial products.

CAA Certification and Directory

Financial Planning Institute verifies that professionals listed as CAAs on our website have met our certification requirements, including passing examinations, undergoing background checks, and, where applicable, enrolling in our matchmaking program. However:

  • Listing a professional as a CAA does not constitute an endorsement, recommendation, or guarantee by Financial Planning Institute of their services, qualifications, or performance.
  • Exclusion from the CAA directory or matchmaking program does not imply disapproval by Financial Planning Institute.
  • Consumers are solely responsible for evaluating and selecting a CAA and should perform their own due diligence before engaging their services.

Accuracy and Reliability

Financial Planning Institute strives to ensure the accuracy and timeliness of information on our website, including CAA certification statuses and educational content. However, we do not warrant or guarantee the completeness, accuracy, or currency of this information. Users are responsible for verifying any information before relying on it.

Limitation of Liability

To the maximum extent permitted by law, Financial Planning Institute, its affiliates, and its service providers are not liable for any direct, indirect, incidental, special, or consequential damages arising from your use of the website, services, or matchmaking program. This includes, but is not limited to, damages from errors in certification verification, reliance on educational content, or outcomes of CAA-consumer engagements.

Third-Party Content and Services

Our website may include links to third-party websites or services (e.g., background check providers or examination platforms). Financial Planning Institute is not responsible for the content, accuracy, or practices of these third parties. Accessing third-party links or services is at your own risk.

Contact Us

For questions or concerns about this Disclaimer, please contact:

Financial Planning Institute
Attn: General Counsel
905 E. MLK Jr. Drive
Tarpon Springs, FL 34689
Email: info@financialplanninginstitute.com