Does Your Advisor Offer a Guarantee? We Do!

What is a Guarantee? A Guarantee is a statement that provides a formal assurance or promise, especially that certain conditions shall be fulfilled relating to a product, service, or transaction. I haven’t met anyone yet who doesn’t love a Guarantee. When you spend a large amount of money on a product or service, you expect to get what you paid for; but we know all too often this is not the case. For the most part, product and service guarantees are not required often leaving a consumer with no other option than to spend additional money to fix or replace the failed product or service. I think most will agree that when a product or service guarantee is provided, it certainly makes the buying process easier.

Have you ever asked yourself why some companies offer a guarantee on their products and services? One of the top reasons is that it does make the buying process easier, but it goes beyond that. A company can use a Guarantee to proclaim the reliability of its high-quality product or service and attract new customers. Guarantees increase customer satisfaction which leads to customer loyalty, additional sales, and even referrals. As a business owner myself, this certainly seems like a win-win situation.

As Life and Retirement Planners, JondaKnows prides itself on delivering results to your bottom line. What does that mean? We know our clients, their needs, and concerns. With that information, we custom-design every plan with the goal of improving in 1 or more of the following areas:

  • Eliminate Market Risk – Our strategies involve no market risk, yet most have outperformed the S&P 500 over the past 25 years.
  • Reduce Fees – Fees are necessary but should not be excessive. Our fees vary by plan yet fall well below the national average for similar plans.
  • Minimize Income Tax – Our strategies produce tax-favored income. Distributions from existing tax-deferred accounts are managed to avoid and/or reduce taxation on Social Security.
  • Protect Assets – Our strategies come with a Death Benefit should you pass early as well as Accelerated Benefit Riders that provide access to your death benefit while you are alive for chronic, critical, or terminal illnesses.

We are committed to improving your current financial situation in one or more of these four areas. If we fail to do so, we will pay you $5,000*. What do you have to lose? You are guaranteed to improve your bottom line one way or another!

*Guarantee is void if the client is uninsurable. Excludes owners of existing Indexed Universal Life contracts.