Pros:
- Principal protection; every penny added to your Crash Proof® System is protected
- Interest credited; any interest you make is added directly to your principal
- 4-6% average annual returns; Crash Proof® clients usually average between 4-6% and have the possibility of making double-digit returns during strong market years
- No fees or costs; your money works for you, and you alone, and your entire retirement nest egg is there when you need it
- Guaranteed income streams and liquidity; your Crash Proof® System is designed for flexible access to your funds based on your retirement goals without depleting your nest egg
- No-cost performance reviews; your Crash Proof® System may be adjusted to align with your ever-changing retirement needs. Clients are invited to meet with our licensed retirement phase educators annually to make any changes, at no charge.
- Personalized financial education; we continually educate our clients on market trends and new opportunities to make the most of their Crash Proof® System
Considerations:
- Annual returns may yield 0% during market downturns; however, your principal is protected through any and all market conditions
- Access to funds and income guarantees are subject to contract terms; your Crash Proof® System will be comprised of different financial vehicles, and each may have its own contractual stipulations
