The Genex Capital Fixed Rate Runner offers an innovative way to provide for individual retirement, estate and wealth planning, as well as creating a reliable funding source as needed for your family as it grows and evolves. 

 

The Fixed Rate Runner outperforms Certificate of Deposits ("CDs") without utilizing derivative or other risky strategies. 

 

Personal investment strategies are limited only by your imagination:

• Slice off and buy “back end” payments to fund long-term care needs for loved ones or yourself following retirement. 

• Slice off and buy “front end” payments to create a sinking fund for your child’s room and board while at college. 

• Buy long lump sums to fund a first home purchases for each of your children, conveniently maturing for when they are ready. 

• Forward invest to estate plan and wealth transfer at the appropriate time. 

• Defer taxable income. 

 

The sky is the limit. Rest assured by planning now, “setting it and forgetting about it” creates incredible peace of mind for our clients. 

​

Upon request, Genex’s experienced team will work with your financial advisors to develop the best, custom-tailored plan that best serves you and your family for years to come.