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Defined Outcome Investments

Defined outcome investments allow for participation in the growth of the markets over time along with a “buffer” of protection in years of losses.

For more information about the advantages of Defined Outcome Investing, watch this education video…

Because Defined Outcome Investments are liquid and have no penalties to sell during the “outcome period”, there are two unique opportunities for account holders to take advantage of.

First, as markets rise, account holders can “upgrade” the Defined Outcome Investments to achieve higher participation in the future and buffer even more losses than their original investment (watch video below to see how this works)….

Second, due to the investment liquidity there are times when the investor can achieve defined outcome results in a period of less than a year, as shown below:

Keep in mind that before the outcome period is complete (12 months), the value of investments does fluctuate. Fully buffering losses requires that the investor stay invested until the end of the outcome period, as explained here:

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