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Truth

One of the most misunderstood investments are fixed indexed annuities. Wall Street types don’t want you to know the truth, the real truth. Fixed index annuities can give you superior returns, no risk of loss, and tax advantages, yet some tell you to hate them. Because you deserve facts and not fiction, let us do a fixed index annuity side by side comparison verses your investment and retirement accounts. No obligation, no gimmicks. Simply a transparent, mathematical, and honest comparison.
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Insured Retirement

Retirement income has become the new gold standard. We believe that it is important to provide our clients with smart alternative options to mutual funds, CD’s, stocks and bonds. It is important to build wealth safely with an insured retirement. We educate so our clients to make well informed decisions by understanding the facts. You will agree, a fixed indexed annuity is a suitable alternative to build a solid, stress-free future income that you cannot outlive.
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Roll Over Your 401(k)

We believe that the only way our clients can achieve confidence is by knowing their retirement will not be lost or outlived. Let us roll over your current 401(k) into an IRA contract with guarantees backed by large A-rated Insurance Companies. A wise alternative. We truly build recession proof portfolios using time tested insurance products the ultra-rich have used for years. We love what we do and know we can certainly provide you with peace of mind.
  • Insured Portfolios Is New Mexico's best kept secret!
  • It's the best thing I ever did. Thank you Jeffery!
    Patricia
  • Thank you Jeff for giving me peace of mind!
    Lisa Juarez

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Contact Us For An Appointment




100 Carson Drive #2944 Los Lunas, NM 87031

505-750-4363

safe@insuredportfolios.com
 

  • Insured Portfolios Is New Mexico's best kept secret!
  • It's the best thing I ever did. Thank you Jeffery!
    Patricia
  • Thank you Jeff for giving me peace of mind!
    Lisa Juarez
 

Disclaimer

NONE OF INSURED PORTFOLIOS, ITS OWNERS , OFFICERS, DIRECTORS, EMPLOYEES, SUBSIDIARIES, AFFILIATES, LICENSORS, SERVICE PROVIDERS, CONTENT PROVIDERS AND AGENTS (ALL COLLECTIVELY HEREINAFTER REFERRED TO AS INSURED PORTFOLIOS) ARE FINANCIAL ADVISERS AND NOTHING CONTAINED HEREIN IS INTENDED TO BE OR TO BE CONSTRUED AS FINANCIAL ADVICE. INSURED PORTFOLIOS IS NOT AN INVESTMENT ADVISORY SERVICE, IS NOT AN INVESTMENT ADVISER, AND DOES NOT PROVIDE PERSONALIZED FINANCIAL ADVICE OR ACT AS A FINANCIAL ADVISOR. INSUREDPORTFOLIOS.COM EXISTS FOR EDUCATIONAL PURPOSES ONLY, AND THE MATERIALS AND INFORMATION CONTAINED HEREIN ARE FOR GENERAL INFORMATIONAL PURPOSES ONLY. NONE OF THE INFORMATION PROVIDED IN THE WEBSITE IS INTENDED AS INVESTMENT, TAX, ACCOUNTING OR LEGAL ADVICE, AS AN OFFER OR SOLICITATION OF AN OFFER TO BUY OR SELL, OR AS AN ENDORSEMENT, RECOMMENDATION OR SPONSORSHIP OF ANY COMPANY, SECURITY, OR FUND. THE INFORMATION ON THE WEBSITE SHOULD NOT BE RELIED UPON FOR PURPOSES OF TRANSACTING SECURITIES OR OTHER INVESTMENTS. ANNUITIES ARE NOT DEPOSITS OF OR GUARANTEED BY ANY BANK AND ARE NOT INSURED BY FDIC OR ANY OTHER AGENCY OF THE US. ALL GUARANTEES ARE SUBJECT TO THE FINANCIAL STRENGTH OF THE ISSUING INSURANCE COMPANY.

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