Market Recovery Program
It's legal, it works, and it's guaranteed!
Table of contents
Cover
Disclaimers
Introduction
SECTION 1: CONSIDERATIONS TO ACTION
1. Three choices
2. Has the bottom been reached?
3. How long will the recovery take?
4. The individual holdings dilemma
5. The Rule of 72 and the time value of money
6. Ladies and Gentlemen: Joe
7. Something magical
SECTION 2: THE SOLUTION: THE MARKET RECOVERY PROGRAM
8. Getting part way there: the indexed strategy
9. A revolution in retirement planning: the Income Rider
10. Assessing Joe’s recovery
11. Upside-down life insurance for the living
SECTION 3: FEATURES OF THE INCOME RIDER
12. Payouts reduce the amount of the indexed annuity
13. Death benefit
14. You’re in control
15. Increasing annual payouts?
16. Joint annuitants
SECTION 4: CASE STUDIES
17. Purpose
18. Case study #1: John, age 40
19. Case study #2: Don, 55, and Louise, 48
20. Case Study #3: Sam, 70, and Tina, 60
21. Case Study #4: Larry, 45
22. Case Study #5: Peter, 60, and Jane, 60
SECTION 5: IN CONCLUSION23. In Conclusion
APPENDIXES
Appendix A -- Compound Interest on $100,000 at various interest rates
Appendix B -- Indexed Annuity 8 year results
Appendix C -- Guaranteed Income percentages
Appendix D -- Standard & Poor’s Indices Versus Active Funds Scorecard
Appendix E -- Annuity features, in general---
