Docstoc

NEW 5 YR PRO V1 BOND INDEXED ANNUITY MERRY CHRISTMAS AND HAPPY NEW

Document Sample
NEW 5 YR PRO V1 BOND INDEXED ANNUITY MERRY CHRISTMAS AND HAPPY NEW Powered By Docstoc
					NEW 5 YR PRO V1 BOND INDEXED ANNUITY                                                                                                                                Volume I, Issue 4
Allianz Life Insurance Com-                            instead of the equity market                           get 10% per year surrender-                           December 1, 2011
pany of North America (A.M.                            (like every other indexed an-                          free liquidity (from day one),
Best A Rated) has received                             nuity available today). The                            and the accumulation value
approval from the Texas De-                            interest allocations feature an                        will be paid to your heirs at                          Best Current
partment of Insurance to offer                         annual point to point un-                              death. There is no market                               Fixed Rates
a one-of-a-kind fixed indexed                          capped return of the Barclays                          risk, no annual fees, no admin-
annuity in Texas. Besides fea-                         Capital U.S. Aggregate Bond                            istrative charges, and no com-                          1 Year        1.0%
turing a short 5 year term, the                        Index & the PIMCO U.S.                                 missions. Call or email us for
interest allocations are solely                        Advantage Index, subject to a                          a free brochure and free bond                           2 Year        2.0%
based on the bond market                               small spread charge. You still                         index explanation sheet.
                                                                                                                                                                      3 Year        2.3%

TRUST CHANGES, REVIEWS & UPDATES                                                                                                                                      5 Year      3.75%
One of the most popular re-                            revocable living trust plan is                         selling property. With excep-
quests we get from you are for                         reviewed for document and                              tion to automobiles, all ac-                           10 Year      4.15%
trust changes. As a reminder,                          funding lapses at least once                           counts and property you own
Trust changes are billed at $25                        every three years. You are                             should be in the name of the
per trust amendment or $25                             always welcome to contact us                           trust, or the trust should be a
per non-trust document.                                if you would like changes or                           beneficiary (i.e. IRA’s, annui-                       Announcements &
There is usually an additional                         reviews more often that that.                          ties, & life insurance). By be-                       New Products Or
                                                                                                                                                                    Features
volume discount for changes                            In addition, we are always                             ing diligent and remembering
that involve the entire trust                          happy to assist when you have                          to use proper funding tech-                           • Caps continue to drop
portfolio (like trustee or agent                       a funding question come up                             niques, you can ensure that                             for indexed annuities
                                                                                                                                                                      due to continued stress
changes). In addition, we                              when opening/closing bank or                           your heirs will have a smooth
                                                                                                                                                                      from economic situa-
strongly recommend that your                           financial accounts, or buying/                         transition upon your demise.
                                                                                                                                                                      tions. But don’t forget
                                                                                                                                                                      to try our BAA 8 prod-
                                                                                                                                                                      uct which offers a cap-
MERRY CHRISTMAS AND HAPPY NEW YEAR!                                                                                                                                   less design, or the new
                                                                                                                                                                      5 year Pro V1 Bond
We hope you had a Happy                                Holiday Schedule                                       the end of 2012.                                        Indexed Annuity.
Thanksgiving with your loved                           We will be open for business                           ROTH Planning
ones. We certainly did. As we                          through December 22nd and                              We encourage you to continue                          • As a reminder, our
transition into this Christmas                         will reopen January 2nd. If                            looking for ROTH conversion                             Trust Deed luxury Las
holiday season, we wish to                             there is an emergency during                                                                                   Vegas trip promotion
                                                                                                              opportunities in your qualified
remain grateful for the many                                                                                                                                          lasts until December
                                                       that time, please contact us by                        investments.
                                                                                                                                                                      31, 2011. See our NWS
blessings this great country                           phone or email and we will try                         Looking forward to 2012                                 website for more de-
provides us. We thank you for                          to assist as we can.                                   2012 looks to be the most                               tails.
your continued trust and busi-                         Taxes                                                  unpredictable year yet. We
ness. We definitely would not                          Unless Congress decides to                             look forward to assisting you                         • For younger clients
be who we are without your                             change the tax structure be-                                                                                   (35-55), Allianz Life
                                                                                                              with all of the many challenges
support! Since this will be the                                                                                                                                       also is releasing its 360
                                                       fore the end of the year, most                         it might bring!
last newsletter of 2011, we                                                                                                                                           annuity for long term
                                                       tax laws will continue through                              Happy New Year!                                    retirement income as
want to address a few issues.
                                                                                                                                                                      an alternative to the
IRS Circular 230 Disclosure - To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this             traditional 401k.
document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting,
marketing, or recommending to another party any transaction or matter that is contained in this document.

                                                                                                                        Toll-Free: (800) 459-0848
 National Wealth Solutions, LLC
                                                                       NUMBRIX PUZZLE
 Mailing:       P.O. Box 690562                                 Starting anywhere, fill in the blank squares with the miss-
                San Antonio, TX 78269
                                                                ing numbers so they make a path of consecutive num-
                                                                bers in sequence, 1 through 81. You can work horizon-
 Physical:      11845 IH-10 West, Ste. 404
                                                                tally or vertically in any direction. No diagonal paths.
                San Antonio, TX 78230

 Toll-Free Office:    (800) 459-0848
 Dedicated Fax:       (866) 899-4087
 Email: robert@nationalwealthsolutions.com
                                                                         67 64 61 54 51 50 45
                                                                         66                44
             Robert J. Mueller, JD
             President & Advisor                                         77                41
             National Wealth Solutions, LLC
                                                                         76                34
                                                                         75                29
                                                                          4                30
Yes, we accept client referrals! We thank                                15 14 13 12 11 26 25
you in advance for spreading the word
about our expertise and care. We promise to
take as good care of them as we do of you!




REMINDERS                                       Trust Reviews
                                                NWS recommends a trust review at
                                                                                           Death Settlements
                                                                                           Communication is an important part
                                                least once every 24 to 36 months,          of our relationship.       Therefore,
                                                or sooner upon need. Trust re-             NWS recommends you immediately
                                                views are important as they ensure         contact us if you experience a death
                                                that your trust is not only legally up     of your spouse, a trustee or benefici-
                                                to date, but that all your assets are      ary, or other appointed family mem-
                                                appropriately funded in the trust.         ber. It is also helpful to let your
                                                If you have not had a trust review         loved ones know who we are and to
                                                in the last two years, or are not          provide them with our contact in-
                                                being serviced according to your           formation. Please let us know if you
                                                needs, please do not hesitate to call      need any business cards to accom-
                                                our office. There is never a charge        plish this goal.
                                                for a trust review.

                                                 We Specialize In

• Trusts & Funding     • Annuities            • Life Insurance                 • Gifting/Charitable Planning

• Long Term Care       • Life Settlements     • Real Estate & Rentals          • Never Outliving Your Money Program


www.nationalwealthsolutions.com www.buildyourownannuity.com www.neveroutlivingyourmoney.com
              www.rmdrescue.com   www.turnkeyhomes.info www.sensibleestate.com

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:4
posted:1/5/2012
language:
pages:2
jianghongl jianghongl http://
About