Learn how the SV Mid-Term Note I can give you potentially attractive returns, flexibility, and stability as you approach retirement.
According to a 2024 study by Fidelity, a typical 65-year-old American might need up to $165,000 in after-tax income to cover healthcare expenses. As healthcare costs continue to rise, having a solid savings plan can make it easier to cover these expenses throughout your retirement.
The SV Mid-Term Note I could help you here. The Note I’s combination of security and strong potential growth can offer a potentially attractive option for investors looking to generate income specifically for their retirement.
How can I make sure that I save enough for retirement?
As retirement approaches, protecting your savings is key. The Note I can offer you a 12% annualized return. That’s 2.5x higher than the 2-Year Treasury Rate (as of 06/01/24).
Then, once you enter retirement, the SV Mid-Term Note I can give you predictable quarterly payments. For a $100,000 investment, you’d get $3000 every quarter, totaling $24,000 over two years plus the principal investment back at the end of the investment term.
This steady income can help you manage your day-to-day living costs, medical bills, or even fund travel – making it a potentially attractive choice if you want to maintain financial stability over retirement.
Can I grow my wealth without taking on too much risk?
Yes, you can.
The Note I is backed by a large portfolio of diversified merchant cash advances, which means that no more than 1% of principal is placed into any single deal. This diversification can help to keep your capital safe.
Plus, our notes have consistently achieved a 100% success rate in reaching their target returns.
Can I protect my nest egg and still have investment flexibility?
The Note I has a two-year lock-up period. So it can offer you the stability needed for growth, while also giving you access to your funds at the end of the term.
If you want, you can easily roll over your investment into a new note, allowing you to maintain flexibility as your financial goals shift.
What can I do now?
The SV Mid-Term Note I can give you predictable income, potentially attractive returns, and flexibility—making it ideal for investors in their 60s preparing for retirement.
Interested? Sign up for a free investor account today to get started.
Plus, refer a friend to Supervest and receive a personalized, one-on-one consultation with our Chief Investment Officer to review your portfolio.
