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Does Your Money Do This...Part 2?

“Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give.”~William A. Ward

Test Question #3: (Tax-FREE Death Benefit) - Are your investment proceeds tax free? Check your own investments. (Yes or No)

Test Question #4: Guaranteed Growth (Cash Value) Check your investments against all four of these GUARANTEES:

(A) Will your plan increase by a contractually guaranteed rate each year? Just for fun, ask your real estate or stock broker, bond, or business associate if the product they are recommending guarantees at least 4 to 4.5% a year no matter what? (Yes or No)

(B) Guaranteed No Loss of Principal: Are your investments guaranteed not to lose the principal balance, including all of the growth from contractual guarantees and possible dividends? Have you ever had stocks go down in value? In the last market meltdown (2008)? (Yes or No)

(C) Guaranteed Disability Protection: Will someone continue to contribute to your investment if you become disabled? (Yes or No)

(D) Guaranteed Returns: Do your investments offer guaranteed returns/growth? (Yes or No) For fun, ask your financial advisor for actual projections and guaranteed returns on what they are offering you.

(If you missed Part 1, please visit my blog page or go to my Facebook page)


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