Sequence of Return & Index Lock

You will learn what Sequence of Return means to your investment portfolio and how it can affect how long your money may last in your retirement.  While no one can try to time the stock market when it comes to investing, this serves as a reminder to limit/eliminate your investment's downside risk and diversify with Index Annuity to guarantee your lifetime income. Index Lock is also an important tool to have in your investment that you can capture the highest possible return and lock in that credit before the market drops...especially during volatile economic uncertainty time.  (CC - view English subtitle)

Learn how negative return years in your retirement can greatly impact your income.

How long does your money really can last...

San Francisco Corporate HQ: 

(Monday - Friday @10am - 4pm)  

1550 Noriega St. Suite 100, SF CA 94122


San Jose Branch: (by appointment)

4320 Stevens Creek Blvd. Suite 191


Fremont Branch:  (Tues/Thur)

42808 Christy St. Suite 112


Oakland Branch:  (by appointment)

638 Webster St. Suite 420


Tel: 1-888-746-6688


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© eHealth-Plans Inc. / Amazing Wealth Insurance Agency 1989-2024 This website is designed to provide general information. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan. Please note Simon Chew, CIC and his team of agents do not give legal or tax advice.