1. About Bohio Wealth
Bohio Wealth is a trade name used for insurance marketing, education, and client engagement. Insurance products are offered through a properly licensed insurance agent. Bohio Wealth is not a law firm, accounting firm, or registered investment advisory firm.
References to “Bohio Wealth,” “we,” or “our” on this website refer to the brand or practice name and not to a separate legal entity unless otherwise expressly stated.
2. Licensing disclosure
Insurance products are offered by a licensed insurance agent in jurisdictions where the agent is properly licensed. Availability of products and services varies by state and is subject to state insurance laws and regulations.
Nothing on this website should be construed as an offer to sell insurance in any jurisdiction where such offer would be unlawful.
3. No tax, legal, or investment advice
The information provided on this website is for general informational and educational purposes only.
- Bohio Wealth does not provide tax advice.
- Bohio Wealth does not provide legal advice.
- Bohio Wealth does not provide investment advice or securities recommendations.
You should consult qualified tax, legal, or financial professionals regarding your specific situation before making any financial or insurance-related decisions.
4. No guarantees or performance claims
Insurance and annuity products are subject to the terms, conditions, limitations, and guarantees of the issuing insurance carrier. Past performance is not indicative of future results. No guarantees of returns, rates, or outcomes are made unless expressly stated in the policy contract issued by the carrier.
5. Use of this website
By accessing or using this website, you agree that:
- Information provided does not create an agent-client relationship until a formal engagement occurs.
- You are responsible for verifying the suitability of any insurance product for your needs.
- Bohio Wealth is not liable for actions taken based on information obtained from this website.
6. Third-party links
This website may contain links to third-party websites (including Calendly) for convenience. Bohio Wealth does not control or endorse the content, accuracy, or privacy practices of third-party sites and is not responsible for their content.
7. Privacy and communications
Information submitted through contact forms or communications is used to respond to inquiries and provide requested information. Submission of information does not obligate you to purchase any product or service.
Electronic communications may not be secure. Please avoid submitting sensitive personal or financial information through this website unless expressly requested through a secure process.