Get 2.45%* on a risk-Free Investment, instead of virtually nothing.
GET RID OF LOW INTEREST RATES & SIGN UP NOW!!
Call Us Now And Lock In The 2.45%* Rate,
Guaranteed For A Year.
CD’s coming due? Tired of savings rates near zero percent?
Are you seeking better rates without giving up either security or liquidity?
You deserve the best rate possible. Call us at 561-771-4647 to lock in the 2.45%* rate, guaranteed for a year.
Features that actually matter to your pocket.
Liquid
It's your money. Take it anytime without surrender charges and keep all the gains.
No Principal or Market Risk
Earn 2.45%* without any principal risk.
Tax Deferred
Taxes are deferred and if structured properly, your principal is creditor protected. Only pay taxes when you liquidate or take withdrawals.
Traditional Savings Methods are at Their Lowest
How Does This Alternative Actually Differ?
Savings
- Interest Rate Locked
- Fully Liquid
- Guaranteed Returns
- Tax Deferred
CDs
- Interest Rate Locked
- Fully Liquid
- Guaranteed Returns
- Tax Deferred
Annuity
Alternative
Lifecycle Financial Planners - Interest Rate Locked
- Liquid
- Guaranteed Returns
- Tax Deferred
Bonds
- Interest Rate Locked
- Fully Liquid
- Guaranteed Returns
- Tax Deferred
Money Market
- Interest Rate Locked
- Fully Liquid
- Guaranteed Returns
- Tax Deferred
A PROFESSIONAL TEAM OF WEALTH STRATEGISTS
We Sell Security, Not Securities.
Ted Bernstein
Owner
Deborah Bernstein
Owner
As Featured In:
No Built-In Commissions = Enhanced Value
EARN UP TO 5% WITHOUT ANY PRINCIPAL RISK
Instead, a fully transparent rate results in liquidity with no surrender penalties. Our product guarantees a 2.45%* rate on your investment, or you can opt for a rate as high as 5%.
Our low-risk investment option will guarantee you a return.
There is no tax while your investment is working for you, either. No surrender charge and you take it when you want.
How Do You Guarantee
My Annual Rate?
ACTUALLY, IT’S QUITE SIMPLE. REALLY!
There is only one condition that determines your return rate. If you’re happy with 2.45%*, that rate is guaranteed. Set it and forget it.
To get up to the maximum 5% Index rate, you will simply need to choose the S&P index option at inception. At the anniversary, you will get up to 5% if the S&P is up 5% or more. It’s that simple. No principal risk – guaranteed.
This is more profitable than money markets and savings accounts. You will start earning guaranteed interest on day one, completely risk-free.
You will never be credited less than zero. The Choice Is Yours To Make Today!
Choose Door #1
Get 2.45%* - Guaranteed.
Choose Door #2
Get Between 0% and 5%
Choose Door #3
Get a Blend of Door #1 & #2
CALL US AT 561-771-4647 TODAY OR COMPLETE THE FORM BELOW
Start with our free Consultation
Let us help you plan for this low yield crisis. Learn about these successful strategies by taking a complimentary phone call or requesting a customized quote.
For more information fill out the form below and someone from the Life Cycle Financial Planning team will be in touch today!
*Our product is built without commission. you pay a small, annual advisory fee.
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