Wisely Diversify Your Portfolio For Maximum Investment Potential

“Alpha” Means “Excess Return above the Market Rate”. Seeking professional advice from an Independent Broker will enable you to seek out many additional options available and truly customize what works best for your portfolio.

In today’s market everyone is striving for safe investments. However, the ‘catch-22′ of safely investing money are low investment returns. If only there existed an investment strategy that was/is both SAFE and provides a strong rate of return?

basket of eggs symbolizes to diversify the portfolio to maximize investment potential

That investment strategy is called Life Settlements.

  • Historical Return = 10% to 15% compounded annually throughout 21 years (Your actual return will vary depending on product preferences)
  • Zero Losses in over 21 years (No Market Risk)
  • Assets are held in an your personal Escrow Account (No Bernie Madoff possibility)
  • Direct investment: You own an exact percentage of each asset (Assets not bundled like Mortgage Backed Securities)
  • Warren Buffett’s company is the single largest investor in this Investment Industry (Over $4 Billion Invested)
  • Minimum Initial investment of $25,000 (with $5,000 minimum per policy)

The average investment horizon (1 to 6 years).

Contact Gary Franke for a Free Portfolio Review or to discuss how you can start yours! 425.802.2783

Best Prices On A Variety of Life Insurance Options

33 Different Companies to Choose From

In 2012 I was able to save my clients an AVERAGE of $20 per month or 12% for Term Life Insurance on a 30 Year Term policy.

This equates to a SAVINGS of ($20/mo X 12mo’s X 30 Years = $7,200 over your lifetime).

Confused about Life Insurance pricing and where to shop for Quotes? I will show you the Advantages & Disadvantages of ALL Life Insurance options and explain it in a straight forward common sense manner. There is no such thing as “one best company”, it’s which one works best for you based on Affordability and Coverage needs.

As an Independent Broker I have access to 33 Life Insurance companies.

What is the Process?

1) An application takes about 20 minutes over the phone (yet truly prefer to meet in person).

2) You will have to take a free Blood Test and answer some Medical Questions from a Nurse

3) Generally it takes 6 to 12 weeks for Life Insurance to go into place.

Note about committing to a plan
You are NOT committed to the Life Insurance until the final rate comes back. The day you write a check is the day you make a FIRM commitment (hope this helps make the initial decision easier).

Give me a call at 425-802-2783 at your earliest convenience and can schedule a time to sit down and go over your options in more detail. Or start your quote right now!

Income Protection: Why Disability Insurance Is Vital

Story: A friend of mine’s Dad was the breadwinner in his family, earning low six-figures for his salary when suddenly he was struck with a life-threatening illness at the age of 59. Once his limited disability insurance coverage through work ended it was his Disability Insurance that paid the bills and kept his family afloat for quite some time along with his military retirement. Without the coverage he attained his family would have been in for one bumpy ride!


Achieve Alpha