Retirement money, INSURED

How much of your

money is

completely

insured?

Most retirement money only has two or three of the seven ways it should be insured. The question is which ones yours is missing.

30+

years in the business

15 min

free call

0%

your worst possible year

Start Free Insured Money Check

Call 916-360-0696

A free 15-minute call with Shawn. No pressure, no obligation.

THE 10-YEAR WINDOW

There is a window where

one bad year

can’t

be undone.

About five years before you retire and five after, a single market drop can do permanent damage, right when you can least afford it.

THE 10-YEAR WINDOW

There is a window where

one bad year

can’t

be undone.

About five years before you retire and five after, a single market drop can do permanent damage, right when you can least afford it.

A market loss in the five years right before retirement.

50%

The gain it then takes just to get back to even, time you don’t have.

100%

What is Insured Money?

You insure the things that matter most. This is how you insure the money itself.

A plain-English way to see which of your retirement dollars are truly insured, completely, not partially, and how to close the gaps. We explain the concept first. Then we name it.

The 7-Point Retirement Harness

Real

insurance

isn’t one thing.

It’s

seven.

Like the straps of a racing harness, they only work together. Most plans only have a few. Scroll through all seven.

THE FLOOR

Insured Principal

A down year credits zero, never a loss.

UPSIDE

Market-Linked Growth

Share the up years without sitting exposed in the down ones.

STABILITY

Insured Against Volatility

Smoother ground, so the swings don’t dictate your timing.

INCOME

Guaranteed Lifetime Income

A check structured to keep paying, even if the account reaches zero.

LEGACY

Insured Legacy

What’s left passes to the people you love.

TAX

Tax-Efficient Growth

Growth on a tax-deferred basis, so more stays working for you.

DISCIPLINE

Insured Against Panic

The most overlooked of all. A protected floor takes the panic decision off the table.

THE FLOOR

Insured Principal

A down year credits zero, never a loss.

UPSIDE

Market-Linked Growth

Share the up years without sitting exposed in the down ones.

STABILITY

Insured Against Volatility

Smoother ground, so the swings don’t dictate your timing.

INCOME

Guaranteed Lifetime Income

A check structured to keep paying, even if the account reaches zero.

LEGACY

Insured Legacy

What’s left passes to the people you love.

TAX

Tax-Efficient Growth

Growth on a tax-deferred basis, so more stays working for you.

DISCIPLINE

Insured Against Panic

The most overlooked of all. A protected floor takes the panic decision off the table.

Who this is for

You've built something. Now you want to keep it.

THE SKEPTIC

You've been through a scare

You've watched a market drop wipe out years of progress, and you don't want to be in that seat again right before retirement.

THE SKEPTIC

You're skeptical of the usual voices

You've heard the pitches. You want a straight answer about where you actually stand, before anyone talks about products.

THE FIT

You want protection, not promises

Whether your worry is a crash or outliving your money, you want to know exactly which protections you have, and which you're missing.

Who this is for

You've built something. Now you want to keep it.

THE SKEPTIC

You've been through a scare

You've watched a market drop wipe out years of progress, and you don't want to be in that seat again right before retirement.

THE SKEPTIC

You're skeptical of the usual voices

You've heard the pitches. You want a straight answer about where you actually stand, before anyone talks about products.

THE FIT

You want protection, not promises

Whether your worry is a crash or outliving your money, you want to know exactly which protections you have, and which you're missing.

WHY PEOPLE TRUST THE CALL

He spent years inside

the business and left

on purpose.

Shawn watched good people give back everything they’d built in one bad stretch of the market, right when they could least afford it. He got tired of not being able to prevent it. The Insured Money Check answers the one question he kept being asked: is my money actually protected?

COMMON QUESTIONS

The questions skeptical

people ask

first

Aren't annuities a rip-off? My advisor said to avoid them.

You've heard that plenty. Some older products gave people reasons to be cautious. Many advisors aren't licensed to offer these, so avoiding them is often the only answer they can give. Shawn spent years on that side of the business. The Insured Money Check is where he explains the difference for your situation, in plain English.

What does the call cost?

Am I going to get locked into something?

Your next step

Find out how much of your

money is

actually

insured.

15 minutes with Shawn. He’ll walk you through all seven protections for your situation and give you a straight answer. No pressure, no obligation.

Start Free Insured Money Check

Call 916-360-0696

Helping pre-retirees understand which of the seven kinds of insurance their money already has — and which it's missing. A free 15-minute Insured Money Check with Shawn. A straight answer, no pressure.

Start Free Insured Money Check

Call 916-360-0696

Links

What Is Insured Money

Shawn Davis is a licensed insurance professional in the State of Texas (License #3503212). Fixed Index Annuities are insurance products, not securities. This website does not constitute investment advice.

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