Frequently Asked Questions
Q: I heard you have a product that is paying a 3.0% interest rate and that your principle is guaranteed and the rate is guaranteed to NEVER go below 3.0% - even on money I add in the future. Is that true?
A: Yes and No. That particular produce was discontinued at the beginning of 2011. However, we now have a product that could be even better! It is tied to the stock market (via the S&P 500) on the "upside", but is guaranteed on the "downside". Call and ask for Jon for details at 800-243-6296.
Q: I have 2 CDs with a bank and the rate
just dropped down to squat. How can I earn a higher rate?
A: Call us at 800-243-6296. We have several safe solutions
with great rates.
Q: Are there penalties if I want my
money out?
A: We have many different products from various carriers. Many
of them do have some type of surrender charge for early
withdrawal. However, there are many ways to get your money out
without ANY surrender charge at all! Call us so that one of
our representatives can explain in detail.
Q: I don't want to lose any more money
like I did in the past few years in my 401K and mutual funds.
A: All of the savings products provided by our carriers are based on
extremely conservative investment philosophy. They GUARANTEE
that you won't lose money. In fact, they also guarantee that
you will earn a MINIMUM return, even if interest rates
drop to the floor and stock prices plummet!