Skip to main navigation Skip to Content

Investments with Guarantees

Whether you are saving for a home, putting money away in the event of an emergency, approaching Retirement, a diversified Investment portfolio generally contains a guaranteed investment component. Investments with Guarantees are available with a variety of terms and options.

 

Some Guaranteed Investment opportunities:

 

Guaranteed Investment Contracts

Guaranteed Investment Contracts are secured Investments that are guaranteed to preserve your principal. Your investment earns interest, at either a fixed or a variable rate, or based on a pre-determined formula. GICs often form the foundation of a well-balanced portfolio.

 

Annuities

In simplest terms, an Annuity is a financial contract between you and an insurance company. You deposit an amount of money with the insurer and, in return, receive guaranteed payments of a pre-determined amount that generally last for life.

 

Segregated Funds

Segregated Funds are investment products that are also Insurance policies. They are well suited for investors who are seeking both growth potential and the protection of their principal.

 

Guaranteed Retirement Income Solutions

Do you want an investment that can offer predictable, sustainable and potentially increasing income for life? Whether you are just beginning to think seriously about Retirement or you are in the Retirement Season of your life, there is a lot to consider:

  • What if you experience poor market returns early in Retirement?
  • Will you outlive your Retirement Income?
  • Will your retirement income keep pace with inflation?
  • Now there is an investment solution to help manage these concerns.

 

Universal Life

Universal Life Insurance provides the protection of Life Insurance with the benefits of tax-deferred investing. Universal Life Insurance is one of the most flexible Life Insurance available today. You can customize your plan when you buy it, or easily make changes later on; and Universal Life Insurance offers you the opportunity for tax-advantaged investing. This gives you the chance to increase your wealth by investing money within your policy.

 

Contact Stewart Financial Services for more information about Investments with Guarantees opportunities that will meet your current and future needs and lifestyle.