Asset Protection

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Rule of 100

Asset protection is more than just having many different stock positions! We as a company follow the rule of 100. Take 100 – your age let’s use 65. 35% of your money should be in risk investments ( red money ) these includes stocks, variable annuities, mutual funds, bonds investments that are directly in the market. Where 35% of your money should be in treasury notes, CD’s, Fixed annuities, Indexed Annuities that are either a fixed rate or indexed to the market so you won’t lose money! If you have this approach you have a strong foundation for your finances. When the market takes a downturn you can sleep at night knowing a portion of your investments are protected from market loss!