Missed Fortune – What is Indexing, & How is it Possible?

Posted on | October 29, 2009

Guest Aaron Andrew joins Doug in this radio show to explain indexing, a strategy that allows investors to enjoy the upside of the market, while being protected from the downside. This is also referred to as the “lock in and reset” strategy.

Using innovative insurance contracts, client’s returns are linked to an investment index, such as the S&P 500 or the NASDAQ.

When the market goes up, you enjoy the upside up to a certain cap. Those gains are then locked in. When the market tanks, you don’t lose any of your previous gains.

Using this strategy, Missed Fortune clients have averaged about 8% annually over the last 5 years — despite the market’s devastating losses. Furthermore, these gains have been earned on a tax-free basis.

Isn’t it time for you to learn how you can benefit from this strategy?

*If you are getting this feed in RSS or email and cannot see the video, please click on the header to view it on the blog.

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*Life insurance policies are not investments and, accordingly, should not be purchased as an investment

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Category: Indexing Strategy, Lock & Reset, Missed Fortune, Missed Fortune Radio, Taxes
Tags: equity-indexed life insurance > indexing

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