Legal
Disclosures, privacy & accessibility
Plain-language statements about how this site works, how we handle your information, and the limits of what you read here.
Before this site goes live: the statements on this page are a starting template. They should be reviewed and amended by Sibley Financial Group’s compliance supervisor, carriers and legal counsel so that they reflect the firm’s actual licensing, registrations, product lines and state requirements.
General disclosure
The content of this website is provided for general informational and educational purposes only. It does not constitute an offer to sell, or the solicitation of an offer to buy, any security, insurance product or service, and it is not a recommendation to adopt any particular strategy.
Nothing on this site should be construed as individualised investment, insurance, legal or tax advice. Every person’s circumstances are different. No strategy described here is suitable for everyone, and none should be acted upon without a review of your own situation.
Insurance & annuity products
Insurance and annuity products are offered through Sibley Financial Group, powered by Allied Elite Financial. Such products:
- are not insured by the FDIC or any federal government agency;
- are not deposits of, or obligations of, or guaranteed by, any bank or bank affiliate;
- carry guarantees backed solely by the financial strength and claims-paying ability of the issuing insurance company.
Annuities are long-term vehicles designed for retirement purposes. Withdrawals may be subject to surrender charges and, if taken prior to age 59½, may be subject to an additional 10% federal tax penalty. Optional riders may carry additional cost and may not be available in all states.
Fixed indexed annuities are insurance contracts. They are not investments in the market and do not directly participate in any stock, bond or equity investment. Index-linked crediting is subject to caps, spreads and participation rates that may change over the life of the contract. Please read any contract, illustration and accompanying disclosure carefully before purchase.
Performance & forward-looking statements
Past performance is not a guarantee or indication of future results. Any illustrations, projections or hypothetical examples are for demonstration only, rely on assumptions that will not be borne out exactly, and should not be relied upon as a prediction of actual outcomes.
Awards & recognition
Professional designations, industry awards and third-party recognitions referenced on this site are granted according to criteria determined by the issuing organisation. They are not indicative of future performance, do not guarantee any particular result, and should not be construed as an endorsement by any past or present client. Inclusion in a directory or network may involve a fee or an application process.
Licensing & jurisdiction
Sibley Financial Group and its representatives may only transact business in states where they are properly licensed or exempt from licensure. This website is not a solicitation in any jurisdiction where the firm is not authorised to do business. Responses to individual enquiries that involve either the effecting of transactions in securities or the rendering of personalised advice for compensation will not be made without compliance with applicable licensing requirements.
Third-party links
Links to third-party websites are provided as a convenience. Sibley Financial Group does not control, endorse or accept responsibility for the content, privacy practices or accuracy of any external site.
Privacy statement
What we collect. Through this website we collect only the information you choose to submit — typically your name, email address, telephone number and the details of your enquiry. Our hosting provider may also record standard technical data such as IP address and browser type.
How we use it. We use this information solely to respond to you and, if you become a client, to provide the services you have engaged us for. We do not sell, rent or trade your personal information.
Who we share it with. Information is shared only where it is necessary to serve you — for example with an insurance carrier when you apply for a product — or where we are required to do so by law.
Security. We maintain reasonable administrative and technical safeguards to protect the information we hold. No method of internet transmission is entirely secure, however, and email in particular should not be treated as a confidential channel. Please do not send account numbers, Social Security numbers or other sensitive data through this website.
Your choices. You may ask us at any time to tell you what information we hold about you, to correct it, or to delete it, by writing to info@sibleyfinancialgroup.com.
Accessibility
Sibley Financial Group is committed to making this website usable by everyone, including people who rely on assistive technology. The site has been built to follow the Web Content Accessibility Guidelines (WCAG) 2.1 at Level AA, with semantic structure, keyboard-operable navigation, visible focus indicators, text alternatives for images and respect for reduced-motion preferences.
If you encounter a barrier on any page, please tell us at info@sibleyfinancialgroup.com or (985) 231-2167 and we will work to resolve it and to provide the information you need in another format.
Questions about this page
Write to info@sibleyfinancialgroup.com or call (985) 231-2167.
Last reviewed: 2026.