If you could take a portion of your assets and guarantee better than 4.5-5.4% on you money for as much as 17 to 27 yrs would you be interested. What if you could get a guaranteed monthly income over that period. Admittedly not everyone is eligible or has enough liquidity to do this. If you are a younger successful professional or business owner this might be right for you. Another candidate would be an older individual who is interested in providing for children or grandchildren's benefit.. Someone who is tired of the ups and downs in the market could benefit.
All of these opportunities offer protection from market risk and offer a guaranteed future rate of return and a schedule of income. It certainly would not be appropriate to allocate most of ones assets like this. However using this for a a portion of ones Safe Money Strategy could be a good fit.
Here are some examples. Availability changes over time
allocate $154,000 and collect 300 payments of $1,008+ for a guaranteed 5.4% guaranteed yield and a total of almost $303K in total return. Retirement income or estate planning
allocate $122 K today get over $242K to pay for childs college or for retirement in 14 yrs Without market risk and if ROTH funds used $120K in tax free gains.
allocate $46,700 now get 6 payments of $11,173 over the next 16 years for a total of $67,039
Allocate 30 K or maybe more and collect a guaranteed 6% rate of return ewith 8 years of equal monthly payments.
Call if interested, or to find out if it might be right for your situation.
Showing posts with label Higher Interest Rates. Show all posts
Showing posts with label Higher Interest Rates. Show all posts
Thursday, September 26, 2013
Friday, June 27, 2008
Current Best Rates Available
June 27th 2008 Subject: _____________ Current Top Interest Rates Available
Bank CD rates are Dropping. Why? Our Best rates are increasing!
We specialize in Risk Free SAFER MONEY financial products
A possible retirement strategy for a portion of your nest egg
with a 10 year product you could withdraw 5.6% per year for 10 years and still be guaranteed
to have as much at the end of 10 years as you contributed day 1
Example 1 Contribute $200,000 day one
On anniversary date year 1-10 withdraw $11,000 per year. This equals $110,000 withdrawn.
Then Walk away with over $200,000 guaranteed!
Then we could take another portion of your nest egg and put it in a tax deferred vehicle and just let it grow for 10 year
Example 2 Client currently 45 yr old
$200,000 growing tax deferred for 10 years = Income account Value $400,000
$200,000 growing tax deferred for 20 years = Income account Value $800,000
then at age 65 take the $800,000 and turn it into a lifetime income you cannot outlive!!
Our best fixed rates are increasing
For $25,000 and up
5 year guaranteed rate 5.2%
6 year guaranteed rate 5.3%
10 year guaranteed rate 5.6%
Also offers 10% liquidity per year penalty free after year one
Earning grow tax deferred
Inquire about Product availability in your state
How can we help you?
All products offered are only offered after review of product suitability for your needs, consumer brochures and appropriate disclosures
Contact us by visiting our website
www.columbusfinancialplanningpros.com
Bank CD rates are Dropping. Why? Our Best rates are increasing!
We specialize in Risk Free SAFER MONEY financial products
A possible retirement strategy for a portion of your nest egg
with a 10 year product you could withdraw 5.6% per year for 10 years and still be guaranteed
to have as much at the end of 10 years as you contributed day 1
Example 1 Contribute $200,000 day one
On anniversary date year 1-10 withdraw $11,000 per year. This equals $110,000 withdrawn.
Then Walk away with over $200,000 guaranteed!
Then we could take another portion of your nest egg and put it in a tax deferred vehicle and just let it grow for 10 year
Example 2 Client currently 45 yr old
$200,000 growing tax deferred for 10 years = Income account Value $400,000
$200,000 growing tax deferred for 20 years = Income account Value $800,000
then at age 65 take the $800,000 and turn it into a lifetime income you cannot outlive!!
Our best fixed rates are increasing
For $25,000 and up
5 year guaranteed rate 5.2%
6 year guaranteed rate 5.3%
10 year guaranteed rate 5.6%
Also offers 10% liquidity per year penalty free after year one
Earning grow tax deferred
Inquire about Product availability in your state
How can we help you?
All products offered are only offered after review of product suitability for your needs, consumer brochures and appropriate disclosures
Contact us by visiting our website
www.columbusfinancialplanningpros.com
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