Robert L (Bob) Wenske

909 NE Loop 410
Suite 300

San Antonio, TX 78209

(210) 841-5680 Office

(210) 827-5897 Cell

(210) 828-8066 Fax

Wenco Financial Planning Certified Senior Advisor Services for retirement financial estate planning medicare and medicaid planning employing tax stratagies of trusts annuities and insurance


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Wenco Financial Planning
Annuities

Important Information for the Senior over 55

 

Did you know?

  • Tired of low interest rates?

You can have the safety of principal of a C.D. and participate in the growth of The Dow or S&P 500 index.

  • Tired of the Taxman taking a bite out of your low interest returns?

You can have tax-deferred growth (no more aggravating 1099s).

  • Tired of losing principal and buying power due to inflation?

The equity index annuity is the answer with:

  • Income for life without depleting your investment.

  • Protects your principal.

  • Tax deferral (earn interest on the amount you would pay in Taxes).

  • Death benefit to your beneficiary without probate.

 

Equity Index Annuity Performance: 1994-2003

Annuities 1 Wenco Senior Financial Planning Advisor

Performance during an AVERAGE year  ||  Principal Protection during a NEGATIVE Year

Annuities 2 Wenco Senior Financial Planning Advisor

With Equity Index Annuities, you would have smooth, steady growth from 1994 to 2003, not the S&P Index's wild ride.

  • 1995-1999 provided a great opportunity to grow wealth.

  • 2000-2002 saw the market tumble.

  • 2003 brought a rebound, but not enough to offset recent losses.

 

Why wait any longer for information?

 

Wenco Financial Planning Certified Senior Advisor Services for retirement financial estate planning medicare and medicaid planning employing tax stratagies of trusts annuities and insurance Us Today

 


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