Join Us for our Lunch and Learn
Tuesday July 25th
11:00 am-12:30 pm
Fircrest Golf Club
1500 Regents Blvd,
Fircrest, WA 98466
Lunch will be served
after a short presentation.
No cost to you.
About Buffered Index Portfolio
A cap and buffer structured note offers pre-determined outcomes for investors based on a specific index's return over a set timeframe.
The following hypothetical scenario illustrates different outcomes based on varying levels of index return.
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WHY INVEST IN A BUFFERED
INDEX PRODUCT?
Benefit from an index’s upside potential
Provide limited downside protection
Invest for shorter time horizons
Moderate growth investment objective
Please fill in the form below and Send. We respect your privacy and will not spam you or contact you other than in regards to our Lunch and Learn.
Jeff has been a Financial Advisor for over 20 years, His education and expertise shows in his ability to connect and help his clients.
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Jeff has a BBA from the University of Portland and holds Series 6, 7, 63 and 65 securities licenses along with State of Washington Life, Disability, Variable Life & Variable Annuity licenses.
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