Fixed Rate 8.2%
Anyone approaching or in retirement has the dilemma of choosing the safe path by investing in low-risk options to preserve principal or risk their nest egg by putting their money in the markets.
This is a great alternative or addition to your current stock, mutual fund or bond portfolio. Perfect for retirees who want growth and income without risk to their principal and be able to sleep at night.
Anyone approaching or in retirement has the dilemma of choosing the safe path by investing in low-risk options to preserve principal or risk their nest egg by putting their money in the markets.
This is a great alternative or addition to your current stock, mutual fund or bond portfolio. Perfect for retirees who want growth and income without risk to their principal and be able to sleep at night.
Fixed Rate Strategy
8.2% API Paid Monthly
Attractive rates along with liquidity makes this a great investment vehicle for Seniors in Retirement or for individuals who are risk averse.
Minimum $5,000 Required
Investment minimum is $5,000. You can add funds at no additional costs. Qualified funds and non-qualified funds are accepted.
Redemption
After 1 year term, you can redeem your shares at Stated Value. Prior to 1st year - 1.5% Fee is charged. There is no redemption fee in case of Death or qualified disability.