|
These days it’s tough to decide to stay invested in the stock market, while you hope for gains… but fear a market loss. A Fixed Indexed Annuity can offer you protection against stock market losses, while offering you the potential to profit from the market’s gains. Indexed annuities offer a minimum guaranteed interest rate, combined with an interest rate tied to a stock market index, such as the S&P 500 or the Dow Jones Industrial Average. So, instead of counting on the performance of a single stock, you can select a single index for your funds or spread your dollars across several indexes. Depending on the annuity, some crediting strategies allow for greater upside potential, while others lock in a gain up to a certain percentage. Most importantly, while you’re free to participate in market gains, you will never lose a dime due to market loss. Fixed Indexed Annuities are a great way to diversify your portfolio, mitigate risk, and stay positioned for the next market gain. To find out more about Fixed Indexed Annuities, call us today.
Benny Levy 303-946-8992 [email protected] Insurance in Denver Colorado
0 Comments
Dealing with market volatility can be a maddening exercise, and it’s made financial planning more difficult. An Indexed Universal Life Insurance policy can help turn that volatility to your advantage, while delivering some unique tax-saving benefits. With an IUL, the cash value of your policy will follow the performance of an index or blend of indexes that you select… not an individual equity. There are some upside limits on index performance, but the goal is to provide you with 0% floor. That means you can’t lose a dime due to poor index performance. And because these policies are life insurance, they offer unique tax benefits not available with other investment strategies. By properly following policy guidelines, distributions are tax-free and death benefits are always a tax-free distribution to your beneficiaries. Having an Indexed Universal Life policy in place can also help with estate planning, by avoiding probate or distribution disputes. Few products offer the liquidity, flexibility, tax advantages, excellent accumulation potential, and market loss prevention quite like an IUL. To learn more about IULs - and our risk mitigation strategy to build wealth- call us to set up a free consultation today. Benny Levy 303-946-8992 [email protected] Insurance in Denver Colorado |
Contact Us(303) 946-8992 Archives
September 2024
Categories
|
RSS Feed
We are now serving in 24 states!
Navigation |
Connect With UsShare This Page |
Contact Us |
Location |
Website by InsuranceSplash