Watch this short video to learn about a way to save for retirement that has far more tax advantages than a qualified plan, eliminates downside risk (locks in gains in up years; does not participate in down years), and gives you easy access to your money, tax free, whenever you need it. Intrigued? Watch the video and learn more…
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Compliments of Jay Anderson
Jay Anderson graduated from The University of Texas in 1988 with a BBA in Business in Finance. He began in the Insurance Industry in 1993 and began to focus on Financial Services in 1999. He completed his Financial Planning course of study from Kaplan College.
Jay specializes in helping people reduce risk and minimize their tax burdens prior to and during retirement using investment and insurance based financial planning vehicles from some of the world’s largest and most financially stable institutions. Jay and his wife Kathy have 2 sons and currently live in Lakeway, Texas. Jay Anderson Jefferson & Franklin Financial 810 Hesters Crossing Road; Suite 165 Round Rock, Texas 78681 512-680-2310 Email: texasira@aol.com AND janderson@jeffersonfranklin.com |  |
The material contained on this video presentation is for information purposes only and should not be construed as investment advice or recommendations. The information and any statistical data contained herein have been obtained from sources which we believe to be reliable, but we do not represent that they are accurate or complete, and they should not be relied upon as such. All opinions expressed and data provided herein are subject to change without notice. You should consult with qualified, licensed individuals before making any decisions regarding your retirement planning, tax planning, insurance needs, or investment needs. Past performance is no guarantee of future results, and current performance may be lower or higher than the performance data used as illustrations on this video. © 2011 Think Rich, LLC. May not be used, copied, or reproduced without permission. 512-680-2310
