WHY CHOOSE
Earn reliable cash flow with protection from deep market declines and inflation erosion. Prefer clarity over surprises
Generate potentially higher income than traditional bonds and CDs
Generate positive returns in market declines up to downside barriers (typically 30-40%)
Investors receive 100% of principal investment at maturity as long as underlying market indices do not exceed pre-determined principal barriers (typically 30-50%).
Choose from monthly or quarterly payment schedules which can be paid to your bank or checking account
HOW IT WORKS
Step 1 : Principal Investment
Investor makes an initial principal investment that is tied to the performance of an underlying index or basket of indices (such as the S&P 500, Nasdaq 100 or Russell 2000)
Step 2 : Contingent Coupon Payments
Step 3 : Payment at Maturity
Step 4 : Callable
Step 5 : Tenor
WHY CHOOSE US
Why Consider Income Notes
This guide explains getting started with FDIC-insured notes and how they differ from traditional CDs. Fixed income has traditionally been viewed as an asset class that provides principal preservation and periodic income. However, the tradeoff of owning this asset class is that return objectives are often not being met. For investors that depend upon income and these return objectives being met, this can be a major issue. Market Linked Income Notes can be a solution and offer the following:
Suitable for conservative investors
Can provide consistent monthly or quarterly income
Provides the potential to earn higher income than traditional fixed income securities
