At InvestSafe Financial we are always looking to help our clients with their financial retirement. Recently, we have seen some shorter term options on insurance products being offered by various companies, and thought to tell you about them as they may be beneficial to you.

You Have Options!

We are excited to announce that we saw an offering on three short-term safe** options that may be available to you to help grow your money!

With money market, savings, and checking accounts paying next to nothing due to the current low interest rate conditions, it becomes harder to even keep up with inflation. What this means is your hard-earned retirement dollars are going backwards, so we dove into action to try to come up with possible solutions!

I Want to Learn More

What is a MYGA?

A multi-year guaranteed annuity, or MYGA, offers a predetermined and contractually guaranteed** interest rate for a fixed period of time. 

Next Steps

To learn more about the specific options available for you, please fill out the form below or contact our office at (844) 757-4466. Someone will contact you to schedule an appointment. As always, we thank you for being one of our valued clients!

**A multi-year guaranteed annuity, or MYGA, offers a predetermined and contractually guaranteed interest rate for a fixed period of time.
Guarantees are backed by the claims paying ability of the carrier.

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Steve William Holland FL Ins Lic# P234964/InvestSafe Financial Ins Lic# L077526, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
Scroll to Top