Safe Income Strategy #2

Safe Income Strategy# 2

Safe Income Strategies

Safe Income World

Fixed Indexed Annuities

Generating a steady dependable income you won’t outlive.

Three Safe Income Strategies

  • Focused on Keeping your money safe

  • Generating a steady dependable income stream you can count on

  • Paying more than Bank CDs, Money Markets and Treasuries

  • Without the downside risk and volatility of stocks, bonds and mutual funds.

The Safe Income Strategies work.

  • During the Financial Melt down of 2008 & 2009, none of our clients lost money due to market volatility with these strategies.

  • There Capital was secure and their Income was steady and dependable.

Solutions for You.

In addition to the above benefits, Safe Income Strategy #2 offers:

  • An income you won’t outlive.

  • Tax deferred growth so your money grows faster.

  • Triple compounding – you earn interest on your principal, interest on your interest & interest on the tax dollars that are deferred.

  • No downside risk due to market volatility. Your money is safe because you are never in the market.

    • You’ll sleep better knowing the yo-yo ups and downs of the market are behind you.

    • You earn interest based on market index performance.

    • Your capital is never at risk. You never have to dig out of a market hole. You’ll never be in a position of having to double your remaining funds just to get even.

    • Worst case scenario – Market is down 50% or more, your capital is secure – no loses and you get credited zero interest that year. Zero is your hero. While your friends in mutual funds suffered big losses, you lost no capital.

What should you do?

  1. Call me direct at 800-955-7898 to discuss your situation

    • We will tailor a solution to your situation.

    • You will find the solutions easy to understand and implement.

    • Conventional wisdom is to max fund your 401(k).
  2. Stop contributing to traditional IRAs, 401(k)s and 403(b) retirement plans. Redirect your contributions into Safe Income Strategy #3, which will grow your money tax Free.

  3. If you are getting a company match on your 401(k) retirement plan, only contribute enough to get the match, this is free money. Redirect the excess to Safe Income Strategy #3.

  4. For money already in a traditional IRA, 401(k) or 403(b) retirement plan, rolling the money into a properly structured IRA using Safe Income Strategy #2, could stretch the tax liability over multi-generations, possibly tripling the money available to your family.


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