Retirement Planning 101: How to Get 15%+ Returns and 3X Backed Insurance Protection for Your Retirement Savings
Our investments offer fixed, attractive rates of return, significantly higher than traditional options, and each investment is fully insured, guaranteeing peace of mind.
What does this do for me?
If you want to start growing your retirement follow the steps below
Step 1:
Answer a couple of questions
To help you create a personalized retirement plan that suits your needs and preferences, we need to know a few things about you. The questions are simple and easy to answer, which you can complete in 2 minutes before your retirement planning call. Your answers are confidential and secure.
Step 2:
Meet with a Licensed Advisor
If you want to take your retirement planning to the next level, meet with a licensed advisor who can provide you with expert advice and guidance. Our advisors are qualified professionals who have extensive experience and knowledge in retirement planning.
Step 3:
Implement and Benefit from Your Retirement Plan
You’ve done the hard work and we've built a custom retirement plan tailored to you. Now it’s time to put it into action and enjoy the rewards. Implementing and benefiting from your retirement plan is easy and simple. We help you every step of the way.
Additional Information
Frequently Asked Questions
What guarantees are provided?
With our investment plans, not just your principal is 100% protected but even the returns are guaranteed as well with 3 layers of protection. We think retirement planning should give you peace of mind.
What is the enhanced investment product offered?
Our enhanced financial product is a principal & interest protected fixed income note, fully insured and guaranteed, offering fixed rates of return up to 15.5% per year.
How does this enhanced investment differ from traditional investments?
Unlike traditional investments, our enhanced investment provides higher yields (up to 15.5% APY) with the same level of guarantees from top-rated insurance carriers, but without fees and lower yields typically associated with standard investments.
What are the investment terms?
Available terms include 3, 5, 7, and 10 year plans. Longer terms will yield higher returns.
Can I invest my IRA?
Yes, this investment is IRA-friendly. You can invest using your self-directed traditional IRA, Roth IRA, 401(k), or funds from a checking / savings account.
How do I receive income from this investment?
You can choose to receive regular interest payments monthly, quarterly, or annually. Annual payouts will deliver a higher return than monthly payouts. These payments are made via ACH direct deposit into your bank account.
What is the minimum investment required?
The minimum investment is currently $50,000.
Are there any fees involved?
There are no management, servicing, annual or transfer fees. You pay zero fees.
Who qualifies as an investor for this product?
To qualify, you need to be an accredited investor as defined by the SEC. At this time, a limited number of non-accredited investors are being accepted.
How is the investment secured and guaranteed?
The investment is secured and guaranteed through insurance policies issued by licensed investment grade and regulated carriers with an AM Best rating of B++ to A+. These policies insure the full amount of the principal plus the interest as well.
How can I start?
To begin investing, simply schedule a call. If an available time slot is not available, text Ellie to request another time. During that phone call, your questions will be answered with all necessary information included.
What if I have more questions?
My goal is to answer all your questions during the phone consult plus provide all the information needed to make an informed and educated decision regarding your best retirement.
Curious about how you can secure your retirement returns
Guaranteed income because you worked hard for it.
Our innovative investment tool is designed to provide the high returns you seek without the risks associated with volatile markets. With Enhanced Investments, you're not just investing; you're securing a steady and lucrative future. Our plans offer fixed, attractive rates of return, significantly higher than traditional options, and each investment is fully insured, including the interest, guaranteeing peace of mind.
Disclaimer:License and Regulation: We are licensed financial advisors. Our team is comprised of licensed individuals qualified to provide investment advice and services.Investment Advice: Clients should consider their financial situation, objectives, and risk tolerance before making any investment decisions.Guaranteed Investment: The enhanced financial product offered is a guaranteed investment, insured and backed by multiple top-rated insurance carriers.Tax and Legal Advice: We do not provide tax or legal advice. Clients are advised to consult with their own tax and legal advisors who are familiar with their individual tax situation.