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Indexed Universal Life – Rule of 100s

August 17, 2015 by

Volatility Control plus Tax Free Compounding!

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Market Linked CD’s – Good or Bad

June 10, 2015 by Bub

Market linked CDs have been getting slammed in the popular press recently.  But the criticism is far too broad brushed to be useful.  Some market linked CDs, also known as structured CDs, deserve to be castigated because of their high loads and amateurish construction.   Others, however, offer sound investment opportunities. [Read more…] about Market Linked CD’s – Good or Bad

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Higher Yield CDs

May 23, 2015 by Bub

Market linked CD’s, also called structured CDs, are tied to the stock market, but your principal is guaranteed by the bank and often by the FDIC. [Read more…] about Higher Yield CDs

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Market Linked Lifetime Income Guarantees

May 23, 2015 by Bub

Don’t outlive your income!! Unless you are unusually well prepared for retirement, that is exactly what you may face.  [Read more…] about Market Linked Lifetime Income Guarantees

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Tax Advantages of Market Linking

May 23, 2015 by Bub

Because of their special status as insurance products, market linked annuities and cash value life policies, also called indexed policies, enjoy a number of tax advantages.  [Read more…] about Tax Advantages of Market Linking

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Safety of Principal

May 23, 2015 by

All products covered on this site are either guaranteed by an insurance carrier or a bank. We deal only with institutionally issued market linked accounts. [Read more…] about Safety of Principal

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Avoid Risk

May 23, 2015 by Bub

If You Stay in the Market Long Enough, Losses are Guaranteed!

[Read more…] about Avoid Risk

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