Jared Bourgeois
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I'd love to write you an email like this...
I wanted to share a brief summary of how your account has performed over the past two years. Based on an initial value of $128,224, the account received $38,604 in credited interest, bringing the total value to $166,828. This represents a total gain of approximately 30.1% over the two-year period, which is a strong result given the strategy and market conditions during that time.
When reviewing performance over multiple years, it’s often helpful to look at the Compound Annual Growth Rate (CAGR). CAGR shows the average annual rate of return assuming the growth occurred steadily each year, even though actual crediting may vary year to year. In this case, the 30.1% total gain over two years equates to a CAGR of approximately 14.0% per year. This gives a clearer picture of how efficiently the account has grown on an annual basis.
I’d be happy to review this in more detail with you and discuss how this performance supports your longer-term goals. Please let me know if you’d like to schedule a time to talk or if you have any questions.
Happy New Year! Let me show you how I help my clients earn over 10% year to year.
07/22/2025
This is a big deal if it sticks…
05/25/2025
Thank you 🙏🏽 National Life Group for vectoring a partnership 😉 😎
If you're okay with a 401(k), 403(b), or Roth IRA risking market ups and downs in retirement, then you'll love the peace of mind that comes with guaranteed growth—never losing money in the future.
Start your family early—help your kids get a head start with a safe, tax-free retirement, free from probate and costly withdrawals.
Senator Kennedy -“ Why is Medicare Advantage so popular?”
Answer - because of lower out-of-pocket costs. For example, a client of mine with a high-deductible Plan G faced over $3,500 out-of-pocket for a hip replacement, but with a MAPD HMO, it was just $120.
I help you grow your money with interest that compounds with NO market risk.
*Remember:*
- 401(k)s, 403(b)s, and Roth IRAs DONT guarantee growth.
- They can be sent to probate if you pass unexpectedly.
- Roth contributions are limited
($6,500 or $7,500 if 50+ in 2024).
- Cashing out at retirement can be costly and vulnerable to market drops.
Want guaranteed growth, peace of mind, and a legacy for your family?
Contact me today—let’s secure your future!
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York, PA
