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PRINCIPAL PROTECTED INDEXING STRATEGIES
Gain the confidence to participate in market indexes without risking your current balances. Indexing can protect principal while linking only the interest from the principal to the volatile market. The financial instruments used allow participation in market index gains while eliminating the possibility of loss due to negative markets. By strategically resetting at precise periodic intervals, returns are realized and locked in and can never be lost to the market. With stocks and mutual funds, one can't own the instrument and the gains simultaneously. To lock in a gain, you have to sell the investment. Then what do you do? Let us show you how you can own both the strategy and the results (gains) simultaneously. This eliminates a lot of difficult emotional decision-making and protects you from taxes. Traditionally one would have to sell to lock in a gain. Since this is not required, no taxable event takes place.
IRAs, Roth IRAs, 401k rollovers as well as non-qualified dollars can all benefit from these plans.
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Chart above is not a specific offer. Provided only for educational purposes. EXAMPLE of UNCAPPED 50% Participation of S&P500 price index with NO Spread and NO Riders.