Watch this short, 2-minute video from one of the nation’s best-selling financial authors, introducing a book he wrote showing individuals how they can earn returns without taking any market risk. That’s right – zero market risk! And in most cases, they can do this without paying a penny in annual fees or management expenses. It’s powerful message, especially in our current, crazy economy.
A “must watch” for every person planning to retire. It could potentially save tens or even hundreds of thousands of dollars in future taxation.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company 1690455-0621
** Although an external index or indexes may affect contract values, the insurance strategy/contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index. The interest credited is limited by either placing a cap on the amount of interest that can be earned (“cap” rate) and/or requiring a specified rate that must be surpassed within the index before interest will be credited (“spread rate”). The interest credited on your contract may be affected by the performance of an external index. . You are not buying shares in an index. The index value does not include the dividends paid on equity investments underlying the equity index or the interest paid on any fixed income investments underlying any bond index. These dividends and interest are not reflected in the interest credited to your contract.
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These concepts represent our current understanding of the law in general and are not to be considered legal or tax advice. Income, estate, gift and generation skipping tax rules are subject to change at any time. This is not an attempt to give legal or tax advice. You should consult with your legal or tax advisor regarding your individual situation before making any tax related decisions.
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