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I will keep you posted on any strategy changes or improvements that I make with my own policies.
Dynamic Wealth Strategies is wholly owned by Shaun M Jones who also wholly owns Jones Fiduciary Wealth Management, but the two entities are separate and distinct from one another. Although great care is taken when presenting strategies through Dynamic Wealth Solutions, LLC, advice rendered and products sold through Dynamic Wealth Strategies, LLC should not be considered fiduciary advice. Some products sold through Dynamic Wealth Strategies, LLC may produce a commission instead of a fee and therefore represents a potential conflict of interest for clients of Jones Fiduciary Wealth Management. Furthermore, clients should understand that they are never obligated to purchase insurance through Shaun Jones, or Dynamic Wealth Solutions, LLC and are free to consider similar products at potentially different prices elsewhere.