LONGMEADOW, Mass. (Mass Appeal) - What financial world are you in? Dylan Bond, Owner of Bond Financial Services shared more about guaranteed products and investments.
Bond Financial Services
175 Dwight Rd., Suite 301
For more information or to make a reservation call (413) 754-4747 or visit BondFinancialServices.net.
You have the potential to earn 1-4% interest over the next 12 months.
Banks - CDs
Insurance Company - Fixed Annuities
1. Principal is Guaranteed
2. Interest is guaranteed
3. Term is guaranteed
4. Penalties for early withdrawal
You have the potential to earn 0-12% interest over the next 12 months.
You have the potential to earn 0-25% interest over the next 12 months.
Banks - ELCD's (Equity Linked Certificate of Deposit)
Insurance Company - Fixed Indexed Annuities
1. Starts with Principal Protection
2. Links interest to an external market index
3. Penalties for early withdrawal
4. Not invested directly in market
Risk/Potential Growth World - Investments
You have the potential to earn -40% to +40% interest/earnings over the next 12 months.
Brokers; Stocks, Bonds, Options, MFs, REITs, etc.
Insurance Company - Var. Annuity's
1. Principal is NOT Guaranteed
2. Interest/earnings are NOT guaranteed
3.Term is generally open ended
4. Need TIME to be effective, but how much time is (?)
Upcoming Investment Seminars - 7 Fundamental Strategies to NOT Outlive your money:
Designed for people 50 and older with questions about retirement income planning.
End of October
Call George at the office for more details!
Golf & Finance
October 10th and 17th
Twin Hills Country Club
700 Wolf Swamp Road
Promotional consideration provided by Dylan Bond Financial Services