Even with a large IRA, pension, 401(k), annuity, stocks or mutual fund, you’re still at risk of outliving your income.

Protect yourself with the Estate & Asset Recovery Plan (EARP) and gain unique tax advantages under (IRC Sec 7702). EARP is unlike any other investments – our unique approach, using a blended-index solution, consistently results in better returns for our clients.

EARP allows our clients to invest in the Blended Monthly Average Index, which includes the Dow Jones, Russell 2000, EURO Stoxx 50, and the U.S. Aggregate Bond Index with the protection of principal and a guaranteed floor of 0% – with no cap on the upside potential of annual crediting.

EARP Advantages:

  • Tax-deferred Accumulations
  • Immediate Liquidity
  • Tax-Free Income
  • Asset & Creditor Proof
  • Survivor benefit
  • Diversification of Indexes
  • Principal Guaranteed
  • Guaranteed floor of 0%
  • Plan Provides For Individuals & Couples

Give us a call today at (800) 25-RONEY (77639) to learn more about the Estate & Asset Recovery Plan and start feeling good about your investments, your future and your family’s future.