A Secured, Non-Recourse Stock Loan

• Are you concerned about the volatility in the stock market?
• Do you understand the value and need for fixed and equity-indexed life insurance and annuities in your portfolio?
• Would you like to find the premium dollars for a life insurance policy or annuity without using your liquid assets?

The Protected Securities Plan (PSP) represents a distinctive financial tool that turns paper profits into useful liquidity to help manage overall long-term financial objectives.

The PSP is a simple and flexible technique. It is an invaluable tool for those who hold large or non-diversified stock portfolios with a low cost basis. The plan allows you to gain liquidity and lock in current values without triggering a Capital Gains Tax. This non-recourse, non-margin call loan is a valuable option for those who have a focus on safe money, and who understand the need for fixed and equity-indexed products in their financial plan.

The key to successful investing is managing risk. The PSP loan literally insures against downside risk. Each security is over collateralized and each transaction secured so clients can feel confident about the return of your portfolio upon maturity and repayment of the transaction.

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