Asset Protection

Request your
Free
Consultation
Today!
 

Rule of 100

 

Asset protection is more than just having many different stock positions! We as a company follow the rule of 100. Take 100 – your age let’s use 65. 35% of your money should be in risk investments ( red money ) these includes stocks, variable annuities, mutual funds, bonds investments that are directly in the market. Where 35% of your money should be in treasury notes, CD’s, Fixed annuities, Indexed Annuities that are either a fixed rate or indexed to the market so you won’t lose money! If you have this approach you have a strong foundation for your finances. When the market takes a downturn you can sleep at night knowing a portion of your investments are protected from market loss!

Menu
  |