Terms of Service

Last updated: May 2026

Agreement to Terms

By accessing and using the 401(k) Rollover Experts website, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our website.

Educational Content Disclaimer

The content provided on this website is for educational and informational purposes only. It is not intended as investment, tax, legal, or financial advice. All information regarding Fixed Index Annuities, 401(k) rollovers, and retirement planning is general in nature and should not be relied upon as a substitute for professional advice tailored to your specific situation.

Annuity Guarantees

Annuity guarantees referenced on this website are backed solely by the financial strength and claims-paying ability of the issuing insurance company. They are not guaranteed by any bank, the FDIC, or any other federal government agency.

No Guarantee of Results

Past performance is not indicative of future results. Individual outcomes will vary based on personal circumstances, market conditions, and the specific products selected. Testimonials on this website represent individual experiences and may not be typical.

Licensing

Carlos Milsap is a licensed life and annuity professional in the state of California (DOI License 0H35310). Services may be offered in other states through appropriate licensing arrangements.

Contact

For questions about these Terms of Service, contact us at: [email protected].