In 2008, after the stock market peaked then crashed, many investors who had 401K’s, IRA’s, ROTH’s, and other types of retirement accounts asked themselves- Why didn’t I move some of my money out of stocks and mutual funds to protect it from loses before the crash? They had seen from their statements that their accounts had grown substantially. They hoped the accounts would continue to grow, only to see losses. What did they learn?

For those who set up IRA’s, ROTH’s and annuities with the Knights of Columbus before 2011, there is an option to rollover some or all of your investment profits to those KofC accounts that guarantee 3% or more. Not only are you receiving “Tax Deferred Growth” but there are no fees. Transferring your realized profits when the markets are up protects your gain and minimizes the effect when the markets go through another “correction”. You can feel comfortable your KofC annuity investment is secure because of the strength and knowledge of Knights of Columbus. The deposits you invest with the Knights of Columbus does not fluctuate with the stock or bond market. You gain “peace of mind” when you think about your Knights of Columbus accounts.

If you haven’t set up an account with the Knights of Columbus, why not explore the possibilities today? Though the Guaranteed Interest Rate is lower (1.5%) today than two years ago, we are still paying 2.50% on all new accounts. For as little as $300.00 initial deposit, a retirement account can be customized to meet your needs. If you are retiring soon, I can assist you with your retirement planning and explain how your Retirement Savings Plan works. Together we can maximize your benefits.

As your professional Knights of Columbus insurance agent, I look forward to helping you protect and grow your assets.
Fraternally, Your Brother and Field Agent,

Marco Manrique
CA LIC 0I39878, FA16570
(707) 301-1783
marco.manrique@kofc.org