This course was created to teach advisors (CPAs, EAs, accountants, attorneys, financial planners, and insurance advisors) how to ?asset protect? some portion of a client?s money using a very unique strategy which involves equity indexed annuities and call spread options on the S&P 500.
The concept is called the Maximizer (although there is nothing proprietary about the concept) and was designed to give instruction as to why a protective approach to investing is a nice alternative to individual stocks, mutual funds, wrap accounts, variable life, and variable annuity policies as a long-term investment strategy, especially for risk-averse investors.
The Maximizer is a program that will show clients how to nearly double the returns of ht S&P 500 index while principally protecting 90% of their money from downturns in teh stock market. To beat the returns of the Maximizer, a client will have to earn approximately 15% or more in the stock market each year.
This course material was written largely in part by Jeff Cohen, the creator of The Maximizer.