Polaris Financial Services - New Products
We focus on providing our clients with Safe Money products that offer protection from Market risk. We believe that a client should not need to assume any significant risk to get a reasonable rate of return on their hard earned assets. We dont manage your risk assets we manage Safe Money. We can help you determine the % allocation of Safe Money vs RISK ASSETS.
Two NEW Safe Money products. one offering 6% growth rate in lifetime Income until retirement. Another
This is a great solution for clients that want to avoid the risks found in market investments in the stock market, mutual funds or the bond market. It also solves the problem of an unbelievably low rate of return provided by your bank. This product also is great for people that are invested in the stock market and want to have some portion of their financial assets protected from market risk.
This product can be used for IRS Qualified Plans and for Non-Qualified long term funding. It works great in IRA or ROTH IRA Plans. It does not work with most Company sponsored 401K Plans but it is compatible with the 401K or ROTH 401K Plans we design for our retirement plan clients.
Another New Product FDIC Insured Variable Yield CD
Several US banks offer Higher yielding Variable rate Certificates of Deposit (CD's)
Inventory varies every month. Many offer a base rate of approx 0.5-1.5 % per year.Many have the potential to earn as much as 6-7% per year in a good year. Several have no maximum interest rate cap. You need to call for details and for current inventory offering. All of these prodducts are FDIC insured..
Legal Protection Plans
Offering Small business and Individuals Legal protection plans.
Identity Theft Protection Plans
Identity theft impact tens of millions every year. In the past year over 100 M people have been impacted. 70 M at Anthem and over 21 M in the Federal government OPM breach alone. I know several individuals who were hacked through the IRS
Money Back Guarantee Product. You get total liquidity if you need access to the cash without a surrender charge.
This product is great for clients that are afraid to tie up their money in a long term contract. This is a great product with 100% liquidity from day one in case of an emergency. However it is designed to be used for long term growth and or for legacy purposes.
OBAMACARE Affordable Care Act (ACA) Product Highlights
We have licensed and certified OBAMACARE Agents on staff to assist in your Health Insurance Selection process.
We are doing a number of educational seminars hosted by the Westerville Ohio Public Library. You can phone them or link to the website to look at the current and future schedule of classes. These classes are for individuals or small business owners.
Phone Westerville Public Library 614-882-7277
or internet link to the schedule at the library website keyword obamacare