FIRST RULE OF INVESTING
-DON’T LOSE MONEY!
If that is good enough for Warren Buffett, it should work for the rest of us, too ! But . .
THE PROBLEM IS . . . when making financial decisions in your retirement years or even as you plan for them, how do you deal with all the risks in managing your money?
The SOLUTION IS . . .to simply bring the information age to your decision making process! In plain language – EDUCATION!
Living in the age of the internet, we are confronted with the problem of ‘information overload’. You see everything from CD’s to foreign exchange speculations. Here is a partial menu of the choices you have:
1 Bank CD’s
2 Treasury Bonds
3 Annuities
4 Mutual Funds
5 Brokerage accounts
6 Real Estate investments.
It is rare that you will hear of the investment merits of INSURANCE CONTRACTS, even from the advisory community that you trust with your SAFE MONEY. Now, there is an easy-to-read new book that you can use to inform yourself. It is:
Of the many alternatives mentioned a few moments ago, it comes as a surprise to many seniors that there is just one investment that can accomplish the most favorable attributes of the above choices, and do
so in a safe, tax sheltered environment.
When you think about it, your financial future is at stake. If you spend a lifetime working to accumulate a nest egg, why not spend a few hours to learn how to protect it? To make it even more interesting, you can be well paid to inform yourself!
A $1,000 guarantee awaits you! If you order the newly published book and do not receive at least one planning idea that makes a $1,000 difference to you, you will receive a full refund of the cost of the book – no questions asked.
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For those who are managing retirement funds, the financial future is totally at risk. For those still working toward retiring, the allocation of time is another hurdle to overcome.
If you ask most of those in retirement mode what is the first and foremost goal in managing finances, the answer is likely to be
RISK AVOIDANCE!
And for good reason! Who wants to have to go back to work in their retirement years in order to pay their bills? And who wants to become a dependent on friends, relatives or charity, if they can avoid it?
Yes there are a number of risks and pitfalls in the world of finance, and prudent management with an informed mind allows you to proceed through the risk jungle without worry. When you stop to think of it, all things you fear are based on one thing Lack of information!
THE SENIOR’S DILEMMA! Bank accounts are great for safety, but they have little to offer for growth, and inflation erodes the principal. But the stock market is risky, even though it offers inflation protection and potential growth.
So, why not plan to have both the growth potential of the stock market together with the safety of principal of CD’s? This is what you can do by learning more about the use of insurance contracts. |
The book has a retail price of just $19.95. If you prefer, you can order an e-book for just $14.95. That is not the real cost, however! The total cost is much larger if you fail to use the information provided in the book.
What if you knew that you would never need to worry about having a supply of money to meet your living expenses – as long as you live? That knowledge would certainly be powerful -right? Just like a pension, that is what annuities do! That is the basic purpose of those mystical insurance contracts called annuities.
But, annuities can meet many other lifetime needs in addition. To give you an example of what can be done by having access to financial information, how would you like to be able to
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These are just a few of the many things that you can do that you might not otherwise have known of. And this type of information can save you, or earn you, many thousands of dollars.
TAX CONTROL!
Managing your tax bill in retirement years is a great way you can benefit. It is not necessary to resort to any questionable tactics to cut your taxes. You need only to take advantage of the tools that are already available in the tax code. If you would like to exercise control of your tax bill, you may wish to consider the following strategies:
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There is another significant aspect of money management to consider: If you are a senior citizen, you may have come to realize the fact that you are
MANAGING MONEY FOR YOUR HEIRS!
And, you may like the idea of including a favorite charity in your planning. If you are among those who would like to include a charity in your plans, or have already done so, there are lots of ways to do so without abandoning your own lifetime financial needs.
Most people assume you need to be a multi-millionaire in order to be a hero to a worthwhile charity, but this is not true. As is pointed out in the book, anyone of modest resources can make a worthwhile contribution.
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A separate chapter in the book is devoted to the advantages of a tax deductible form of annuity known as a Gift Annuity. Many have ignored this program without realizing how it can work to enhance their living financial needs. This information is on the menu for you to absorb by taking the time to read the chapter in the book
Minimum $1,000 savings,
Or your money back!
If it takes you two hours to read through the book, and you earn $1,000 for that time, that works out to $500 per hour. If you are a slow reader, and it takes four hours, it still comes out to $250 an hour. When was the last time you earned that much per hour?
To give you an idea of the impact the ideas in this book can have, consider this brief excerpt:
. . . .there is another opportunity to consider. If you could trade those shares worth about $100,000 for an asset that is guaranteed to be worth $250,000 to your heirs, would you do so? (That is correct – you trade a $100,000 account for a $250,000 account, GUARANTEED!)
Would it affect your decision in any way if you could take a tax credit for the $100,000 by making the trade?
So What's The Catch?
The catch (if you want to call it that) is: You will need to suspend your disbelief. Forget everything you have ever been told about insurance contracts, and look at the reality of what they offer. It should not be so difficult to do this if you realize just one truth: insurance companies would have disappeared long ago if they did not provide excellent and unique tools to meet your financial needsI
RULE #2 FOR INVESTING - SEE RULE #1.
Once again, the book is called . . .
THE ANNUITY - FROM MYSTERY TO MASTERY
Some Reader Comments:
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With the purchase of the book, you will receive a copy of the pages needed to validate the guarantee from the appendix of the book, along with an address to return them to. On receipt of the information, our planning team will give you written recommendations that you can implement with your present advisor. Or, if you prefer, we will forward them to an advisor we know to be competent. In either case . .
THE GUARANTEE STILL WORKS!
The author of the book is Robert Zimmerman. In addition to holding a degree in Finance from the
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