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Rendering of the 95 State tower in downtown Salt Lake City, home to the Summit Global Financial headquarters

Headquarters

95 South State St.

Salt Lake City, Utah

Downtown Salt Lake City, headquarters of Summit Global Financial, at sunset beneath the snow-capped Wasatch Range

Support Hub

620 South Main St.

Bountiful, Utah

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Summit Global Financial, LLC is an insurance agency affiliated with Summit Global Investments, LLC, an SEC-registered investment adviser. Both companies are subsidiaries of Summit Global, LLC. Registration as an investment adviser does not imply a certain level of skill or training.

Insurance and annuity products are subject to the terms, conditions, limitations, and exclusions of the issuing insurance company. Guarantees, including guarantees of principal and lifetime income, are backed by the financial strength and claims-paying ability of the issuing insurer. Certain products may be subject to surrender charges, fees, and restrictions on withdrawals.

Links to third-party websites are provided for convenience and do not imply an affiliation, sponsorship, endorsement, or approval by Summit Global of the content, services, or products offered on those sites. Please review our Privacy Policy for information on how we collect and protect your data.

Summit Global Financial and Summit Global Investments do not provide legal or tax advice. Clients should consult their attorney, accountant, or tax professional regarding their specific legal, tax, or estate planning circumstances.

Additional information regarding SGI’s advisory services, fees, and conflicts of interest is available in our Form ADV Part 2A and Form CRS.

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• Summit Global Investments

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