How would you like to make money when the stock market goes up but never lose money when the stock market goes down? What if, after the market fell precipitously, you did not need to retrace the decline in the market before making money again?
$100,000 invested in the S&P 500 Index in 1998 is now worth less than $100,000 (as of 3/6/09). The same amount invested in the Win-Win Strategy is worth $202,000. All gains and no losses. No anxiety. Sleep at night. What's the catch? It is not a short-term strategy. There is a nine-year surrender charge period. It grows tax-deferred but if you withdraw before age 59 1/2 there is a 10% IRS penalty.
Will Rogers (1879-1935) was correct when he said "I am more concerned with the return of my money than with the return on my money." Please call me if you are interested in the Win -Win Strategy and I will provide you with more information. Please refer to the graph below.
Sincerely,
Jerry Stonehouse, MBA
Consultant
