Developing Your Win-Win Investment Strategy
Do you have a recession proof investment strategy?
* Are you certain that your current method of investing will fully prepare you for retirement?
* Upon reaching retirement, do you know how to correctly withdrawal from your savings to ensure you never run out of money?
* Are you aware of the crippling effect investment fees, sales loads, and transaction charges have on the overall growth of your retirement portfolio?
* Have you devised a plan to effectively conquer the brutal compound dilemma of taxation and inflation?
* How much money do you need to retire for good?
In our opinion, it is essential that every responsible American know the answer to these questions like the back of their hand and the sad truth is that less than 10% actually do. Assurity National, Inc. has developed a Win-Win Investment Strategy that is specifically designed for persons of all ages and all income types to live comfortably both now and in the future. Our team will work closely with you to create a personalized Win-Win Strategy specific to your financial goals.
A properly constructed Win-Win Investment Strategy consists of utilizing safe, liquid, guaranteed accounts. At Assurity National, Inc., these are referred to as S.L.G accounts. The allocation of your dollars into these accounts depends solely on your present financial needs and future financial goals. The key to your financial success is to learn how to effectively use S.L.G accounts to solve for the following ongoing investment challenges:
1. Current and future taxes
2. Cost associated with investment activities
3. Effective monthly cash flow management & retirement income planning
4. Effective debt management (i.e. leverage)
5. Ongoing market volatility and varying economic conditions
What are S.L.G Accounts and how are they effectively used?
Safe: These accounts are contractually guaranteed not to lose principle and not to lose any gained interest.
Liquid: There are varying degrees of liquidity based upon your own personal needs and where your money is placed accordingly. Generally speaking, if you need access to your money in case of an emergency, you may have access to most or all of principle and interest, as the case may be.
Guaranteed: These vehicles contractually guarantee that your principle and any interest gained are protected against market risk and loss. It is simple, when the market increases, you share in the gain. When the bottom falls out, you keep everything and remain there until the next gain, where you increase again. Simply put: increase, stay, increase, stay. No loss ever.
Advanced Retirement Planning
Tax Efficient Income Planning
A financially successful retirement is created primarily through tax efficient income planning. It is essential for retired individuals and those approaching retirement to fully understand and correctly implement the appropriate blend of tax efficient income strategies to ensure they do not outlive their financial nest egg. This can be achieved with proper pre-retirement investment planning and by strategically using the appropriate safe, liquid, guaranteed accounts and tax strategies throughout your retirement years. Place your name and e-mail in the form below to receive a free e-brochure with examples of families that made good and bad money management decisions and the specific financial impact these decisions had on the liquidity of their retirement nest-egg.
Wealth Preservation & Liquidity
Wealth Preservation and Liquidity Solutions
It is important to properly plan for your estate preservation and liquidity needs as early as possible. This will give your estate planning professional the ability to help you avoid all un-necessary taxation and ensure you spend the maximum amount of your nest egg during retirement. Proper planning will also ensure you pass along the highest amount of tax free benefit to your heirs. Sign up below to receive a free e-brochure on Wealth Preservation and Liquidity and learn how to accomplish the following:
Avoid capital gains tax on the sale of appreciated assets.
Zero out estate taxes while gaining retirement liquidity.
Turn your unwanted/unaffordable insurance policy(s) into cash.
