Thursday, February 26, 2015

Be my guest for lunch on Mar 16th!

San Marcos Lunch Express Money 101
WhenMon, March 16, 12pm – 1pm
WhereThe Broken Yolk 101 South Las Posas Rd. San Marcos, CA 92078 (map)
DescriptionTo Register, cut and paste link into your browser: http://goo.gl/XpqaOh Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief the Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulation...with money you never knew you had while enjoying a bite to eat and friendly company. Money 101 is offered in various locations throughout the country, please use the link above to register for an upcoming event and join us for a complimentary meal and some great information (no sales pitch...we promise)!

Be my guest for Money 101 on March 16th!

CA San Marcos Money 101
WhenMon, March 16, 6:30pm – 8:30pm
WhereOld Spaghetti Factory 111 N. Twin Oaks Valley Rd San Marcos, CA 92069 (map)
DescriptionTo Register, cut and paste link into your browser: http://goo.gl/30zIao Most of us attended school for more than a decade to learn about reading, writing and arithmetic-but we never learn about our finances! Five Rings Financial was founded on the belief the Middle Americans should be provided with a sound education on how money works, and this exciting, innovative event proudly drives this tradition forward. Explore how to grow and protect your money for college funding, retirement planning or simply wealth accumulation...with money you never knew you had while enjoying a bite to eat and friendly company. Money 101 is offered in various locations throughout the country, please use the link above to register for an upcoming event and join us for a complimentary meal and some great information (no sales pitch...we promise)!

Friday, February 6, 2015

http://myemail.constantcontact.com/You-re-Invited-To-February-Money-101-.html?soid=1103559743440&aid=aH7l4wt-ttE

http://myemail.constantcontact.com/You-re-Invited-To-February-Money-101-.html?soid=1103559743440&aid=aH7l4wt-ttE

tax free retirement

There is a place for every investment, and every investment has a place, including Permanente Life insurance. Over funding Permanente life insurance gives the client several options that other investments just don't have. Death benefit protection for the family, liquidity, use and control at all ages, has safely averaged 5% to 8% annual tax deferred and tax free growth, and tax free distributions. I am a financial Rep and have sold and bought myself just about every investment there is. And I can tell you with certainty that in the last 22 years nothing has come close (with safety of principal) to the returns of over funded life insurance. In the last 22 years most of our clients that have max funded Indexed Universal Life Insurance as an investment strategy have averaged well over 6% annual returns tax free.