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Safe Money

If  you are like tens of millions of Americans, your biggest fear probably is running out of money during retirement.

Did you know - There are several places where you can put your money that are safe and very conservative investments that offer above-average returns?!

You won’t hear about these assets from most financial planners.

They are either not licensed to sell these products, or their firm won’t allow them to sell these products because the commissions are not high enough. But they do exist and we put people in these investments every day. 90% of seniors have never heard of these options, although they have been around for over 30 years!

We specialize in assets that are uncorrelated to the stock market that offer better than average returns in very conservative assets. Some have fixed-rate returns for fixed period of time; others vary in the returns each year, but in both cases, can never go negative. Whether the stock market goes up or down, or whoever is president, or what other world economic crisis is going on, your asset returns are unaffected.

Since the year 2000 there have been two huge market crashes of more than 50%. One in 2001 – 2002 and another in 2007- 2008. One thing we know for sure is there will always be another recession - we just never know exactly when or exactly how much.

Can you afford to have some or all of your retirement money in the Wall Street casino?  Or would you rather have your retirement money someplace where you’re getting fixed-rate returns at the beginning of every month that you can count on?

Something to consider from two people considered to be experts:

  • “You don’t know what you don’t know”, a famous quote from Ed Slott, a well-known accountant and tax-advice TV show host.
  • Warren Buffett’s two rules for investing:

1.      never lose money,

2.      never forget rule number one. 

Isn’t it time you found out if there something that you may not know - but should?! After all,  it involves all the money that you saved your entire lifetime, which has to last you the rest of your lifetime.

There are no “do-overs” -  Retirement Planning is a one act play, and some mistakes you cannot recover from!

Don’t you want to know all the facts before you make a decision about your money! CALL US today for a FREE Consultation!


Koch Insurance Brokers, LLC
            336 Anvil Dr. | Douglassville, PA 19518 | Ph. 610.370.7268 | TF: 888.410.4573