Strategies and Products

How many of the strategies or products listed below do you currently have as part of your financial life? If you are like most people, you may have several. There are many advantages and disadvantages of each strategy or product listed below. You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.

What you may not be aware of is that you could unnecessarily be losing a significant amount of money and protection over your lifetime if the strategies and products listed below are not properly coordinated and integrated to enhance the advantages and minimize the disadvantages.

Through a comprehensive LEAP® evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.

STRATEGIES

PRODUCTS

Taxable Compound Interest Series E/EE Bonds
Dollar Cost Averaging Non-matched Retirement Accounts
Dividend & Capital Gain Reinvestment 15-Year Mortgages
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10, 20, or 30-Year Term Life Policies
Tax Deferral Strategies Long-Term Investing
Buy Term and Invest the Difference Survivorship Life Insurance
Low Yielding Savings Accounts

Click here to see how one of the strategies listed above may be problematic for your wealth building process.


*Registered Representatives of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 130 Springside Dr., Suite 100, Akron, OH 44333, 1-330-668-9065.  Our representatives are insurance and securities licensed in their resident states, including other states.  For further licensing information, please call our main number listed in the location page.  This is not an offer or solicitation in any state where not properly licensed and/or registered.  Basic Concepts Financial Services is not affiliated with HTK.  The content within this section is for educational purposes only and should not be construed as investment advice.  It is important to note that the implementation of any strategies provided as part of the LEAP process are designed to aid one in reaching their financial goals, but no assurance can be made that these goals will in fact be reached.  Individual results may vary.  The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or a solicitation of an offer to buy any particular investment product.  The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective clients shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
LEAP®, The Leap Model™, The Model for Financial Success™, Financial Junk Drawer™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Retire Right™, Internal Design™, Protection, Savings, and Growth (PS&G) Model®,  Lifetime Economic Acceleration Process™, The LEAP Model Rulebook® are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of the Penn Mutual Life Insurance Company (PML).  HTK is a wholly owned subsidiary of PML.  Trademarks belong to their respective owners.

 

 

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