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The Income & Wealth Leverage Plan™

Over the past three years, many Americans lost wealth due to investments in stocks and mutual funds. To stop further erosion of their savings many of these same people sought protection in vehicles like CDs and Money Market Accounts. However, the lowest levels of interest rates in fifty years have been a boon to borrowers but a disaster for savers. Americans seniors who rely upon interest income are challenged to find an acceptable rate of return without taking undue risk.

The Income & Wealth Leverage Plan was developed to help qualifying seniors guarantee* both an increased level of monthly income and a legacy to loved ones or charities. Through a synergistic combination of financial vehicles including single premium immediate annuities and guaranteed* death benefit life insurance policies, seniors can achieve excellent results without taking on market risk.

*All guarantees are backed by the claims-paying ability of the issuing insurance company.

INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment adviser, is not affiliated with Byrens, Morrison, Nordmann and associates. Securities, advisory services and insurance products are offered through INVEST and its affiliated insurance agencies and are ·not insured by the FDIC or NCUA ·not a deposit or other obligation of, or guaranteed by any bank or credit union ·subject to risks including the possible loss of principal amount invested.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1.	Representative of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state''s licensure requirements.
2.	Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.