Do you have an old policy that you have not looked at in a few years (possibly several years)?

Let’s say we set up a blank canvas infront of you and you got the ability to create the perfect financial vehicle. If we you had that power, what kinds of things would you want it to entail or include?

• 100% protected from losses

• 100% liquid in case you need it

• Gives you the ability to earn a solid return

Right? So, traditionally speaking, what do you have as your options?

Every type of financial vehicle has its own unique characteristics, including how it grows, how it's taxed and what it's used for. When setting up a retirement strategy, your financial advisor will begin by looking at two parts: how money goes in and how it comes back out.