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The Platinum Financial Model™

The Peace of Mind Investing, Guaranteed.

Want to invest, without risk? More than ever before, people just like you want to maximize their savings, but are worried about the markets and their potential volatility. Whether you have just bought your first home, or you are looking for a way to draw a retirement income, the Platinum Financial Model is completely tailored to your individual needs.

And, better yet, it offers unique guarantees, so you don’t have to worry about your money. No surprises, just guaranteed growth and guaranteed income, now and years from now.

What are the benefits of the Platinum Financial Model?

The Platinum Financial Model is a comprehensive three-stage financial strategy designed to maximize your savings and allow you to draw from your investments.

You get:

  • The performance potential of a mutual fund with the security of a guarantee.
  • The flexibility to invest where you want and access your savings at any time.
  • A 3 year reset, that leverages market gains as often as every day.
  • Two levels of protection that guarantees growth.
  • Predictable and sustainable income, guaranteed not to decrease.*
  • Tax-efficient income when held in a non-registered account.
  • Benefits that ensure the smooth transition of your estate.
  • A tax-efficient payment stream that consists mainly of a return of capital and capital gains.

Find out more.

To learn more about the Platinum Financial Model, contact us for a free, no-obligation consultation with one of our financial advisors. To get more information, simply email us for a brochure.

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