Corporate / Life Notes:

An offering that provides a distinct investment opportunity in high quality, life insurance policy-backed notes. By using an innovative and secure structure, Corporate / Life Notes may provide current income returns and growth investment opportunities across a series of notes. The uncorrelated structure of Corporate / Life Notes offers potentially stable, fixed income returns far exceeding other fixed income investments. (Terms offered: 6mo, 1yr, 3yr, 5yr and 7yr.) Risks could include not being able to determine the mortality of insured persons.

Example: A 46-year-old small business owner recently transferred funds out of his money market and invested into Corporate / Life Notes.  Planning supplementary college funds for his children, he invested 75K in the 5-year and 50K in the 7-year, both issuing at maturity.  Choosing the “at maturity” option locked him in at 10.92% (5-year) and 12.77% (7-year) compounding annual return.* At maturity, his investments will have grown to $115,927.11 and $94,679.66 respectively.  Not only will he be able to supplement his children’s tuition – he’ll have nearly doubled his investment. (This example is provided for the purpose of demonstrating mathematical principals only and is not intended to be reflective of your own investment in such products).

Disclaimer – Securities offered through Emerson Equity LLC
Member FINRA and SIPC.
CLK Investment Advisors is independent of Emerson Equity LLC

This is not a solicitation to sell or an offer to buy securities. Securities are sold only in states where Emerson Equity is registered or otherwise exempt from registration. All investment involves risk. Speak with your tax professional regarding your current tax situation and proposed investments prior to investing. Past performance is not indicative of future results.