Advisory services are offered through Pacific Excel Wealth Advisors, Inc. (PEWA). This report is being generated as a courtesy and is for informational purposes only and is not intended, in any manner, as an official statement.  This report should not be used for tax reporting purposes. This report is not to be used as an official books and records statement of the Firm.  Annuity and Life Insurance values may not reflect surrender charges.  Refer to your annuity and or life insurance contract to understand the difference between accumulation/cash value, benefits base, or surrender value. Accumulation, benefit base, and surrender values, and the ability to withdraw or receive distributions therefrom, are subject to the terms of your annuity contract and the claims paying ability of the insurance carrier.  The information on this report has not been verified by (PEWA). (PEWA) encourages clients to independently verify the information using the original source documents generated by the product company.