Showing posts with label bank Money Finance non-bank financial alternative.Safe Money. Show all posts
Showing posts with label bank Money Finance non-bank financial alternative.Safe Money. Show all posts

Friday, November 15, 2013

Savvy US individuals purchased over $17 Billion in 2013. What do they Know, that you don't?

Savvy individuals and investors purchased $17 B of one type of product this year. That represents almost 7% increase over last year. The investors did it to control risk, earn a decent rate of return and in many cases to guarantee lifetime income or at least guarantee income for a fixed period of time. How does that sound to you?  How about Zero market risk! Is that important to you?

These products are offered by some of the strongest financial companies in the world. The companies I recommend did not lose money in 2001, 2008 or 2009. They did not require any government bailout!  They actually made money in 2008-9. They are well positioned to weather the next market downturn which we all know  will happen! We just can  not say when.

These products work with both qualified and non qualified money. They work in  ROTH and Traditional IRA accounts, SIMPLE Plans, SEP Plans or even within ROTH or Traditional 401K Plans that I run for my clients. They can be used in Trusts, can fund charitable contributions or work within estate plans.

Monday, October 7, 2013

Current financial SAFE MONEY opportunities

Here are some current opportunities  and  ideal candidates

1)   pay $119,332 now collect $242,138 in 15 years for a 5% effective yield 
    perfect for  someone trying to fund a child or a grandchild's education

2) pay $113,200 now and collect $250,000 split into 4 payments over 23 yr period for effective 5% yield   funding a trust or for some part of a retirement, perfect for a ROTH

3) pay $76,542 now  and collect $151,330 with many payments over 27 years for a 5.4% yield
   retirement or trust funding

4) pay $3,532 now and collect $62,000  in 43 years for a 7% return
   tax free if you use ROTH Funding for  grandchild or trust

5) pay $112,800 now and collect  $266,750 in payments between 2025-2033
   ROTH or 401K plan for someone retiring in about 13-15 years

6) pay $46,000 -70,000 now and collect 8 years of equal monthly payments for a 6% yield
   current retiree, or current worker looking  for a reasonable but guaranteed rate of return.

7) FDIC Insured variable rate CD. Guaranteed rate of 1% with upside potential of up to 7%              annual return on a 7 year CD. Minium purchase price  $30,000

These are just some of the interesting opportunities that are available. Pleas contact for more information or to determine if they are suitable for your situation.  These are all Safe Money
financial products with no Market Risk of loss of principal. All of these are subject to availability  limited time opportunities