Investments | Protect and Grow Your Investment Gains

Example

• You started out with a 60/40 investment strategy (60% equity, 40% bonds)

• Over the past several years you have experienced positive equity growth and your portfolio is now 80/20.

• Instead of simply rebalancing (because we all know you can lose money in bonds too…see 2008) why not move 10-20% of equity gains into a solution that will PROTECT & GROW that portion?

WEALTH HOUSE SOLUTION TO PROTECT AND GROW MONEY:

• We analyze clients portfolios for any large un-realized gains in a specific asset class or identify some money that our clients simply want to protect and grow.

• We would then sell the gain portion and because we are licensed to incorporate asset protection strategies (unlike regular brokers) move money to a Fixed Index Annuity (FIA).

REASON:  A Fixed Index Annuity provides for 100% principal protection and growth.  In other words, you do not participate in market downturns you only participate in market gains.  And, depending on the insurance company selected (Nationwide, Athene, Prudential, etc…) you lock into those gains over a designated timeframe.  An effective solution to protect and grow a current asset that the majority of brokers are not allowed to incorporate into a client’s portfolio hence their reluctance to even bring them up. 

Fees:  No fee to get into solution and no annual fee!

NOTES:

• INVESTING AND GROWING MONEY IS A NECESSITY FOR MOST CLIENTS!

• PROTECTING AND GROWING MONEY IS ESSENTIAL FOR ALL!

• THIS IS A SOLUTION WE OFFER AT OUR HOUSE – The WEALTH HOUSE!