Safe Money Concepts, INC

01/13/2023

MARKET RISK vs DOUBLE DIGIT RETURNS

Greetings,

The consensus among a majority of “Financial Gurus” is that 2023 could look a lot like 2008. If the retirement 'finish line' is in striking distance, you would probably like to avoid a major hit to your hard earned retirement kitty.

Take a conservative but guaranteed return as high as 5.9%, guaranteed for 5 years. Works like a CD but no Taxes paid until you take money out. You get interest on principal, interest on interest gain, and interest on amount you didn’t have to pay in taxes.

There are some short term Fixed Indexed Annuities with zero cap indexes.

No downside Market Risks
When index goes up you get that gain
Index goes down you stay even on that account.

Take a 5 year vacation from market risks and still have opportunity for double digit returns. Some of these plans are geared toward accumulation and some are geared to Lifetime Income.

Check to see if they are a fit for you in this uncertain time.

Schedule a free consultation to review your options.

Time is running out!

Call 985-624-3432 of 504-236-9311

Bob Belknap CLU, ChFC

09/15/2022

Second Chance

Sometimes life gives us Second Chances! And now you have a Second Chance to act on this incredible opportunity.

Join the many that have put their assets to work for them with tax breaks and lifetime income.

See table below to see which rates you will choose to protect your savings before they all disappear.

Give me a call before this goes away.

Bob Belknap CLU, ChFC
Ph: 985-624-3432
Cell: 504-236-9311

07/20/2021

It might be time to lower your risk in your retirement funds.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.