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Updated: Feb 28, 2022

The Genesis Asset Management Strategy Group is focused on protecting and growing your wealth using a variety of strategies inclusive of index annuities. A fixed indexed annuity is a contract issued by an insurance company that provides the opportunity to earn interest based on positive changes in an index such as the S&P 500® Price Index. Regardless of index performance, indexed annuity contract values are not impacted by negative index returns. A fixed indexed annuity is not a stock market investment and does not directly

participate in any stock or equity investment.

We are here to service you through phone and video conference to discuss the following:

-Rollovers from Retirement Accounts

-IRAs and positioning of your portfolio

-401ks strategies for success

-Examining historical stock performance and purchase options for better positioning

-Options for Entrepreneurs and all to better position themselves financially and reduce taxable income.

-Best options for investment during the decline in stock Prices through mutual funds

-Leveraging Insurance to protect you personally and or your business for the long haul

Book your strategy session today! Our team is here waiting for you!

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