public

Secret Strategy

created using Facts Around The World template
published by michaelham

Loading...
Loading

ALARMING FACT #1 :

Nearly 89% of Mutual Funds failed to beat the S&P 500 Index over the past 5 years.*

After adjusting for Inflation** and Income Taxes, the gains on the S&P 500 Index since year 2000 are virtually ZERO.

S&P 500 dividend yield as of March 2015 was 1.9% near the all time low of 1.1% in August 2000. Far below historic average of 4.4%. ***

ALARMING FACT #2 :

ALARMING FACT #3 :

Financial Institutions offer INDEXING strategy that will CREDIT your INCOME ACCOUNT up to 13% per year based on the S&P 500 Index performance; but will never go backwards or lose value when the index is flat or negative.

Strategy is contracually guaranteed

DOLLAR's

Hypothetical Illustration of $10,000 investment in Point to Point S&P 500 Index and "Indexing" Strategy beginning 12/31/99 does NOT include dividends.

End of Year

Obviously, past performance in this hypothetical example cannot predict future performance.

Income Account Value is generally not a "walk away" lump sum; but is used to calculate your maximum lifetime, contractually guaranteed monthly income.

$26,902 = Secret Strategy

$14,021 = S&P 500