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If you have a complaint or concern regarding an annuity or insurance policy marketed through Citi, please contact your financial professional or our call center at 1-800-846-5200 (TTY: 711), or you may contact us in writing at Citi Personal Wealth Management, P.O. Box 310, New York, NY 10008-0310. Complaints will be escalated and handled in accordance with our complaint-handling procedures. Alternatively, you may contact the insurance company issuing the annuity or insurance product directly, or contact your state insurance department.
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research,as that term is defined by applicable regulations. to footnote reference 1
The information provided is solely for informational purposes. It is not an offer to buy or sell any of the securities, insurance products, investments, or other products named.
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Life insurance and long-term care insurance are medically underwritten. You should not cancel your current coverage until your new coverage is in force. A change in policy may be subject to additional insurance and investment-related fees as well as increased risks, and may also require a new medical exam. New surrender charges may be imposed with a new contract or may increase the period of time for which the surrender charges apply. Surrenders may be taxable. You should consult your own tax advisors regarding tax liability on surrenders.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (
CGMI), member SIPC. Insurance products offered through Citigroup Life Agency LLC (
CLA). In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, N.A., CGMI and CLA are affiliated companies under the common control of Citigroup Inc.
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