A real Retirement Report that you would want to receive ...

Here is a copy that we sent out, ….. GOOD NEWS!

 

BRIEFING NOTES March 17, 2012

Good Morning:  XXXXXXXX

We have an obligation and a responsibility to be good stewards of the money that you have entrusted to us.

You were wise in making the choice that you did of our services in January of 2011, because, as you are aware, the market declined over 11% last year.

 The guarantees you have within the solution we recommended are significant.

 Your capital deposit is guaranteed, the amount of income that you can receive every year for the rest your life is guaranteed, and there is a potential for growth based on the performance within the market.

 Congratulations again, on making this choice.

 To bring you up-to-date the following facts are relevan:t

 1. In 2011, the market return was down over 11%.

 We did better than that for you. Not only is your capital guaranteed, but you achieved an increase in your benefit base, which is now $125,096.19.

2.  Even better, are the performances year to date!

While the market has only increased 2.5% year to date, we are pleased to confirm that your performance is 5.4% year to date, with your best fund earning 12.4% year-to-date.  Of course, past performance is no guarantee of future results.

 xxxxxxxx, we have done the best job we can for you, and the results prove our worth.

 We are putting this to you in writing, because you deserve good service and good results!  .

 As always, we remain prepared to answer any questions

 Contact us anytime!

 

Ted Wernham
Ted Wernham
Ranked # 1 in London by MDRT, the Premier Association of Financial Professionals. retirement income manager, Host Retirement Ready! Radio on AM1290 Ted Wernham