Robo Advisor™
Insurance & Annuity Licensing
*Last updated March 30, 2024
WEBSITE OWNERSHIP
This website is owned and operated by Robo Advisor™, located at 255 Primera Blvd., Suite 160, Lake Mary, FL 32746-2168. Throughout these terms, we may refer to ourselves as "Robo Advisor," "we," "us," "Company," or "our".
For the purposes of these Disclosures, the term "The Company (Robo Advisor™) or the Site" refers to Robo Advisor™ and all entities related to it. This includes, but is not limited to, its parent company, branches, subsidiaries, and affiliates. Please note that Robo Advisor™ is the marketing name for entities like Robo Advisor Technologies™, Robo Advisor, Inc., and Sovereign Wealth Management Group, Inc., along with all of their respective domain properties.
For the purposes of these Disclosures, the term "The Company (Robo Advisor™) or the Site" refers to Robo Advisor™ and all entities related to it. This includes, but is not limited to, its parent company, branches, subsidiaries, and affiliates. Please note that Robo Advisor™ is the marketing name for entities like Robo Advisor Technologies™, Robo Advisor, Inc., and Sovereign Wealth Management Group, Inc., along with all of their respective domain properties.
LICENSING & DISTRIBUTION
Insurance and annuities available at Robo Advisor™ are issued by third-party insurance companies, which are not affiliated with any Robo Advisor™ company. Our agents and/or representatives may only conduct business (e.g., sell securities, provide investment advice, sell insurance and annuities) with residents of the states and/or jurisdictions for which they are properly registered and/or licensed. To find out if a representative is able to conduct business in your state, please contact their local office directly.
LEGAL JURISDICTIONS ONLY
The insurance and Annuity services and products described on this Web Site are only for persons in those states and jurisdictions where such products and services may legally be sold. Nothing on this Web Site shall be considered a solicitation to buy or an offer to sell any products or services to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful.
USE LIMITATION
This Web Site is for the use of consumers and small businesses that are researching and shopping for Insurance and Annuity products. You are not permitted to use this Web Site or its contents for any commercial or non-personal purpose (direct or indirect). The Company reserves the right to prevent any party who engages in such non-permitted use(s) from accessing this Web Site.
EXISTING INSURANCE COVERAGE
DO NOT CANCEL ANY EXISTING INSURANCE OR ANNUITY UNTIL YOU RECEIVE WRITTEN CONFIRMATION FROM THE INSURANCE COMPANY TO WHICH YOU ARE APPLYING THAT YOUR NEW POLICY IS IN EFFECT.
INSURANCE & ANNUITY DISCLOSURES
Fixed Insurance and Annuity products are distributed by Sovereign Wealth Management Group, Inc., a licensed insurance agency. For detailed insights into insurance and annuity benefits, rates, riders, features, and further disclosures, please visit our 'Insurance & Annuity Disclosures' page of our website. Please note, Annuity and Insurance guarantees are dependent on the claims-paying ability of the underlying insurer. Availability of products, rates, riders, and features may vary by state and are subject to change without notice.
AGENCY & INDIVIDUAL LICENSING
This Web Site is brought to you by the following licensed brokers in each respective state which require insurance transactions to be conducted through a licensed agent/broker. Each agent/broker is associated with Sovereign Wealth Management Group, Inc. where applicable, a Florida corporation and licensed insurance agency.
State
Licensee
License/ID #
NPN Agency ID
National Producer Number
Sovereign Wealth Management Group, Inc.
8935192
Florida Agency
Resident State
Sovereign Wealth Management Group, Inc.
L029617
NPN Agent ID
National Producer Number
Jeffrey J. Hovermale
114197
Florida Agent
Resident State
Jeffrey J. Hovermale
A123988
HOW TO CONTACT US
For any questions, comments, or concerns about the statements above, you may reach out to us directly through one of the methods below.