𝗕𝗼𝗻𝗱𝘀 𝗗𝗼𝗻'𝘁 𝗔𝗹𝘄𝗮𝘆𝘀 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗬𝗼𝘂: 𝗔 𝟮𝟬𝟮𝟮 𝗪𝗮𝗸𝗲-𝗨𝗽 𝗖𝗮𝗹𝗹
I'll never forget Tom and Linda's faces on our Zoom call last week. This couple did everything "right" - saved for 30+ years, built a $1.2M portfolio, and were months from retirement when 2022 hit.
"We lost $170,000 while everything got more expensive," Linda shared, voice breaking. "The sleepless nights were worse than the financial hit."
Their story isn't unique. The math was brutal:
• S&P 500: -19.4%
• Bonds: -13.01% (when they were supposed to provide safety!)
• Inflation: +9.1%
But there's another side to this story.
James and Diane implemented our protection strategy in 2021. On our call last month, James couldn't stop smiling: "While friends canceled travel plans, we took that Mediterranean cruise. Our protected portfolio stayed 100% intact, and our income actually increased with inflation."
The difference? A strategy with contractual guarantees instead of assumptions about bonds.
As Diane put it: "The real return wasn't just financial - it was sleeping soundly knowing we were truly secure."
After 2022's wake-up call, I believe everyone deserves that peace of mind. I've opened a few consultation slots next week to help more people implement these protection strategies.
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