Frequently Asked Question

Q: If you handle my money, can I lose any of my savings?

A:  NO. I only invest your money in zero-floor investments. What that means simply is when the markets drop, and they will! You lose NO MONEY.

When the markets or indexes make money, you receive a portion of those gains. Depending on the investment and amount, around 60-70% of the market gains will go towards your balance in a typical FIA that I recommend. If the market made 20% as it did this year, you would receive 14% with no downside risk.

With a fixed product, we get the maximum rate offered. If that rate is, for example, 7%, your money will double every ten years.