Sometimes rogue waves break upon what we were enjoying, which was serenity with our retirement money. Many of JAGMutual’s clients have seen the waters of financial security become a raging storm at times with their hard-earned money. Having a sturdy boat, or rather, some strong financial strategies, can help us overcome the retirement storm that so many people have faced at times.
JAGMutual has helped so many individuals overcome some of the financial storminess by using many of the strategies we focus on. Here are just a few of the many retirement concerns and solutions we cover:
- Strategies To Enhance Retirement Safety
- Not Outliving Your Money
- Market Risk
- How to Avoid Retirement Mistakes
Mark Jacobsen and Gary Anderson are the founders of JAGMutual. For many years, they have been assisting retirees and pre-retirees as they prepare for their financial future. Their focus is protecting wealth from market fluctuations, and the opportunity for them to share this message with others is their collective passion.
Mark and Gary are committed to helping their clients feel good about their retirement strategies and long-term income goals. Based on the primary principle of protecting their clients’ hard-earned retirement dollars from market downturns, Mark and Gary have been able to share their knowledge as insurance professionals and help provide solutions in otherwise challenging times.
Mark Jacobsen and Gary Anderson are approved members of the National Ethics Association™. In today’s financial world, TRUST IS A MUST. Now, more than ever, there is an increased need to know who you can trust in the financial services industry. By choosing an approved member of the National Ethics Association™ you will gain the added assurance of knowing that you are working with a financial professional who has successfully passed the Ethics Check System™ which is a comprehensive series of background checks including: Criminal Background Check, Civil Background Check, Professional License Check, State Departments of Insurance, State Departments of Corporation, Commerce and Securities, and other Federal, State and Private Agencies.
JAGMutual Corporation is a Better Business Bureau Accredited Business. The BBB Code of Business Practices represents standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.¹
What We Offer
That’s why we make income planning our top priority at our firm. We help our clients establish a solid income plan guaranteed to last as long as they do. In other words, the income plans we prepare for our clients are guaranteed to “go the distance.” Even if that means they live to be 120 or older! They are guaranteed to always receive that monthly check.
If an income plan is the most important thing in retirement, peace of mind might be the second. Let us help you create and income strategy you can’t outlive so that you can enjoy retirement with confidence and certainty.
Did you know that Warren Buffett’s number one rule to investing is to never lose money? He also has a second rule and that is to never forget rule number one!
We specialize in helping our clients make asset protection and preservation their top priority. Many people underestimate the devastation of losses to their portfolio due to market declines and don’t realize how difficult it can be to rebuild an account.
Did you know that a loss of 25% requires a positive return of almost 34% just to get back to even? A 50% loss of your retirement account means you have to double your money (receive a 100% return) just to be whole again. Think about it. If you have $100,000 and lose 50%, you’re left with $50,000. Now you’re left with the insurmountable task of going from $50,000 back to your original deposit of $100,000; a return of 100%. How long do you think that will take? Two years? Five years? Ten years or more? What if you experience additional losses in the process of trying to get back to even? What if you’re drawing income from this account? What kind of impact will that have?
We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return, in many cases averaging 4 to 6%, and without ever subjecting their retirement accounts to loss – guaranteed!
Here are four things you can do with the money in your employer sponsored retirement plan:
- Leave the money where it is
- Take the cash (and pay taxes, plus a 10% tax penalty if you are younger than age 59 ½)
- Transfer the money to another employer-sponsored plan (if the plan allows)
- Roll the money over to a self-directed IRA
Let us help you determine if a rollover is the right move for you!
Find Out More Information About Our Next Seminar
Call our office to speak with a member of our team: (888) 587-6590.
Contact UsHow Can We Help You?
We look forward to the opportunity of sitting down, one-on-one and helping you prepare for your future. Let’s set an appointment and explore solutions that bring you peace of mind in your retirement years!
How Can We Help You?
JAGMutual Corporation, Inc.
Corporate Mailing Address:
207 Colby Lane
Cedar Park, Texas 78613
We are able to meet with you in the comfort of your home or in several of our offices located throughout Central Texas.
Call today and talk with a member of our team to set an appointment to meet at a location that’s most convenient for you!