Suitability… What fits your situation best?
Tired of losing money with 1.25% to 1.5% return rates Bank’s and CD’s on your deposits?
Tired of worry and loss of volatile stock market performance?
Consider the alternatives… You pick the program
Here are some features available:
- Opportunity to participate in higher than CD yields with safety.
- Credited annual rates 3% -7.75%
- A 5% Bonus (Immediately) on money deposited year 1-5.
- A 10% Bonus (Immediately) on money deposited year 1-5.
- Guaranteed principal.
- Each year, you may receive indexed interest based on changes in a market index, subject to a cap or spread.
- A 20% Bonus on money deposited year 1-3.
- Any indexed interest is locked in once a year, and can never be lost due to market index declines.
Financial Strength and backing
Agency |
Current Rating |
A.M. Best |
A (Excellent) |
Standard & Poor's |
AA (Very Strong) |
Moody's |
A2 (Good) |
These independent agency ratings are based on an analysis of financial results and evaluation of management objectives and strategies. The ratings do not pertain to investment options, which fluctuate with market conditions. The ratings do not indicate approval by the analysts and are subject to change.
The A.M. Best rating of A (Excellent) is the 3rd highest of 16 possible ratings, and was affirmed February 2010.
The Standard and Poors rating of AA (Very Strong) is the 3rd highest of 21 possible ratings, and was affirmed September 2009.
The Moodys rating of A2 (Good) is the 6th highest of 21 possible ratings, and was affirmed August 2009.
If you want to discuss any of these options, I will call you directly myself. Based upon our conversation I will send you written details and specifics.
YES, I want to Talk!
steve@stevemellinger.com
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