A Shocking Illustration That You Have Probably Not Seen

Take a look at this illustration of the full history of the S&P 500 which is a measurement of our economy and most variable investments. 

As the baby boomers have affected every industry that matched with their age you will see that the S&P 500 has gone up and up.  If you look closely at the last ten years you will see the market has had trouble continuing higher.  Now, in less than 3,000 days, two thirds of our country are going to be 62 years old or older and will start to sell off their stocks, bonds and mutual funds as they take income and move into safer investments.  What do you think is going to happen as the two thirds of our country who have the most wealth try to sell all those variable investments to the one third who don’t have much wealth (the youngest one third of people in our country)? 

Now, what if I could guarantee that your money would grow AS IF the S&P 500 went up like this:

What’s the higher probability that the market actually goes there as most of our country sells off their variable investments or that the guaranteed product beats out the actual market performance? 

If you like the idea of transferring all risk of losses and all risk of running out of money to someone else just give me a call. 

God bless.

Tweet This Post 

Tags: annuities, Estate Planning, Investments, Retirement Planning, Stocks