Safe Money Options
Large financial market downturns often cause investors to lose confidence in equity investments, like stocks and real estate. During the same time period, historically low interest rates on products with less risk, such as bonds, fixed annuities, and CD's have reduced their potential to build wealth and keep up with inflation. In addition, the likelihood that interest rates will rise in the future increases the risk of investing in fixed income options.
If you are looking for investments that offer protection for your investment principal, your retirement income, or both, consider learning more about the following options:
Fixed Deferred Annuities:
For investors seeking zero risk of principal loss from market declines
Fixed Indexed Annuities:
Designed for investors seeking zero risk of principal loss
Registered Index-Linked Annuities:
designed for investors willing to accept limited risk of principal loss
Annuities with Guaranteed Lifetime Income Benefit Riders:
Designed for investors seeking guaranteed retirement income, while retaining control of invested principal, and the ability to leave remaining funds to their beneficiaries upon death
Tactically Managed Investment Accounts:
- appropriate for investors wishing to invest in equity and/or fixed income markets with potentially lower exposure to market losses
- portfolios of securities are actively managed with the objective of un-capped upside growth potential with limited drawdown risk
- no guarantees that objectives will be met or that drawdowns will be limited
- bull-market performance may trail market benchmarks as a result of the manager's risk-management strategies
- portfolios may consist of stocks, bonds, mutual funds, ETF's, or other securities
- direct fees may be charged to the investor's account in addition to portfolio expenses