Asset Protection Strategies

You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worry about what the market’s doing?

Diversifying your retirement assets among a variety of vehicles — including a mix of both insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.

Anyone who invests in the market should understand it involves the potential risk of principal. So, to provide some security not found in the stock market, you may want to include some insurance products in your financial strategy. These products, such as annuities, can provide supplemental income throughout retirement and protect your money from declines due to stock market losses.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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New Day Financial & Insurance Services is a comprehensive professional services company providing a variety of financial solutions to individuals, business owners, and corporations.  

800-553-2140

Valencia Office

27240 Turnberry Lane, Ste. 200

Valencia, CA 91355

Lancaster Office 

44421 10th St. West, Ste. F

Lancaster, CA  93534

2020 © New Day Financial and Insurance Solutions  

Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under New Day Financial & Insurance Solutions, Inc.  Investment advice offered through Financial Tax & Architects, Inc. (FTA). FTA is a registered investment adviser.  

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.