Tax Advantage Investment Options

Investment Solutions in Oklahoma and Beyond

Overview of Investment Opportunities

AFEPI is dedicated to searching for all available options and companies to provide and recommend the best products for you.



You are GUARANTEED NEVER TO LOSE your principal due to economic loss. That is, no matter what the economy, the market, the banks or anyone else does, your principal is safe and guaranteed.


Every period set by you, an evaluation is performed that will review the past period’s earnings and will lock in a new guaranteed value.  This new value will be equal to or higher than your original guaranteed value.

 

Your funds are guaranteed to grow Three ways and work for you in Four different ways.

1.     CASH VALUE


Your cash values are guaranteed to only grow and guaranteed never lose value.  *During the decade of 2000 – 2010, earning a zero rate was a profit! And who knows what the future holds.

Preservation is the key, we are working with.

2.      ACCESS TO YOUR FUNDS


1.     If you need funds you may access a portion of the total cash value of your account.

2.     If you are confined in a nursing home, surrender fees will be waived.

3.     If you become terminally ill surrender fees will be waived.

4.     If you pass away, surrender fees will be waived.

3.      ACCESS TO YOUR FUNDS


1.     If you need funds you may access a portion of the total cash value of your account.

2.     If you are confined in a nursing home, surrender fees will be waived.

3.     If you become terminally ill surrender fees will be waived.

4.     If you pass away, surrender fees will be waived.

4.    LIFETIME INCOME


Your lifetime income value is guaranteed to grow at a stated guaranteed rate. This is the third way your funds can grow. The amount of your lifetime income is predicated upon the value of your account. The more funds in your account, the higher your lifetime income will be. This benefit guarantees that your ‘lifetime income fund’ will grow. 


However, if your cash values grow higher, your lifetime income benefit will be based upon those values. Again, an enhancement that will benefit you.

I hope that through this brief explanation of benefits and the advantages our products offer, you will be confident that AFEPI can help you in ways where others fall short.

Call Us For Service to Your Tax-Advantaged Accounts at (816) 692-3374

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