Alternative Investments: Wisely Diversity Your Portfolio

Build Money Tax Free

“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 Represents a Diverse Alternative Investments Portfolio

One product that works very well is Whole Life. If you MAX fund a policy this keeps the fees to a minimum. While it is not a sexy investment, its the equivalent of hitting a double in baseball. The main reason it works well that the money grows tax free and pays out tax free.

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

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