Retirement
Resources
Enjoying a comfortable retirement
is a realistic goal but careful preparation is required. At
Stuart Financial Corp. our philosophy is to help clients
identify their short and long term objectives and assess
their risk tolerance, investment knowledge and current
financial situation. This is done through a financial needs
assessment which becomes the basis for recommendations
for an investment portfolio that best suits the clients
unique needs.
Annuities
At
Stuart Financial Corp. we believe that annuities can be
an important part of a well considered financial portfolio.
Although our core business is in the 403b market place
with industry prominent carriers such as Great
American Financial Resources, ING,
Security Benefit
Group and others, we also offer a wide
variety of “single premium” annuities
through one of our strategic partners, The
Leader’s
Council. For those clients for whom equity indexed annuities
are a proper fit for their identified needs, our strategic
partners Great
American Financial Resources and The
Leader’s Council
offer a great deal in both product and service.
Life Insurance
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Stuart for Life will be designed to help you expand your business and boost your sales.
Stuart for Life will provide innovative marketing ideas in the financial services arena that are consistent with the clients.
With the addition of life insurance concepts and products, you will be able to offer your clients a way to solidify their
long-term retirement plan. Stuart for Life will also support you in the Annuity and Long Term Care arenas. Our full service
department will include assistance with every step of the insurance process.
There are generally 4 types of life insurance.
Variable Universal Life, Universal Life, Whole Life, and
Term Life.
• Variable Universal Life is
designed with the flexibility of universal life. Together
with variable investment options, the cash value varies
with the performance of an underlying portfolio of subaccounts.
Subaccount values fluctuate with market conditions and upon redemption
may be worth more or less than the original cost.
• Universal
Life offers flexibility. The amount of premiums may vary
as long as the available cash value is sufficient to
cover the cost of the policy.
• Whole Life is traditional
life insurance. Premiums are guaranteed in the contract
for the period of time the policy is in force.
• Term
Life is generally inexpensive insurance, which is its
primary advantage over other forms of insurance. The
other important component of this type of policy is it
is for a specific period of time. At the end of the term,
the policyholder can become reinsured for another period
of time, but usually at a higher premium based upon the
clients age at that time.
VUL products
are sold by prospectus available from your representative.
Carefully consider a sub account's investment objectives, risks,
charges and expenses before investing. This and other information
is contained in the prospectus. Read the prospectus carefully
before investing.
Mutual Funds
With
more than 9,000 mutual funds available in today’s marketplace, making the
right choice among these is extremely important. With the assistance of your
Stuart Financial Corp representative, you can design a total investment portfolio
tailored for your needs. We have established relationships with over 85 mutual
fund families and the more than 4,000 mutual funds they represent. Areas such
as capital preservation, total return, growth of capital or current income are
included. All benefit our clients with the portfolio diversification
necessary to help ensure your future!
Mutual funds are sold by prospectus available from your representative: Carefully
consider a fund's investment objectives, risks, charges and expenses before investing.
This and other information is contained in the fund prospectus. Read the prospectus
carefully before investing.
Money Market Funds. An investment in the fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money in the fund.
Securities and Investment Advisory Services offered through GWN Securities®, Inc., Member FINRA/SIPC and Registered Investment Advisor, 11440 N. Jog Road, Palm Beach Gardens, FL 33418, 561-472-2700.
Stuart Financial Corp. and GWN Securities are not affiliated.. |
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