Saving and Investing

Saving and investing in an Indexed Strategy allows you the ability to gain interest based on the performance of an Index, without any downside risk or volatility. Essentially your funds are not (In the market), but rather your funds are (Linked to the market). This is critical for retirement strategies and may include investing in annuities for retirement.

There are many known indices that all of the top financial institutions in the United States utilize. Some of the most well-known Indices include, but are not limited to the S&P 500 Index, the Global Index, Fidelity Multifactor Yield 5% ER Index, Barclays Trailblazer Sector 5 Index, Credit Suisse Balanced Trend 5% Index and many more. 

Utilizing such a strategy allows you to grow money Tax-Free with the ability to access your money 100% Tax-Free with absolutely no penalties, restrictions or age limitations. Liquidity and the flexible use of your funds is an important factor to always consider when saving for your future and/or retirement. 

These strategies have been implemented by the top 1% of America for decades and now is becoming a new standard when it comes to future and retirement planning.

Some of the most well-known benefits of utilizing an indexed strategy include, but are not limited to the following:

• Principal protection to your funds from risk or market volatility
• Flexible use of your funds without any Penalties, Restrictions or Age Limitations
• Liquidity and easy access to your funds
• Removing unnecessary advisor or money management fees that greatly erode your funds over time (Even a 1% fee attached to your money over the course of 20 years can wipe away up to 10 years of spendable retirement income)
• Tax-Free growth & Tax-Free access to your funds
• Greater peace of mind when saving for your future or retirement