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INVESTMENT OPTIONS
TYPE OF INVESTMENT
INVESTMENT NAME PROS: CONS:
Immediate AnnuityFixed Deferred AnnuityIndexed AnnuityVariable AnnuityUniversal or Whole Life
Conservative PortfolioModerate Income PortfolioGrowth Stocks
Gold & SilverIraqi DinarCryptocurrency (Bit-coin)
Guaranteed Income for Life3 - 4% Guaranteed Return0.0 - 7.5% GrowthTax Deferred GrowthDeath Benefit for Heirs
2 - 4% Annual Targeted Return4 - 6% Annual Targeted Return6 - 10% Annual Targeted ReturnLow fees
Inflation ProtectionSupposed GrowthLatest Bandwagon Trend
Principal DisappearsSurrender ChargesNo ConsistencyHigh FeesInsurance, NOT Investment
Interest Rate SensitiveModerate Volatility/RiskIncreased Volatility
Increasing ValueIncome Rises with InflationLong-term Lease / Stability
No IncomeRe-valuation ScamInsane Volatility
InsuranceProducts
SMBPortfolios
Real Estate
AlternativeInvestments
ResidentialRental (Single/Multi-family)Commercial
Maintenance CostsManagement ResponsibilityLong-term Vacancy Risk
1) Guarantees made by insurance companies. Return depends on length of contract and current available rates. 2) SMB Portfolios are not guaranteed. Investments may lose money. Returns shown are targeted over a 10 year time horizon.
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