Are YOU Ready to
Get Off Yet?
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Welcome to
If you're sick & tired of riding the highs and stomaching the lows just watching your hard-earned nest egg...OR...
if you're scared to death to even get in the Market...Have we got news for you!
You DON'T have to ride the Rollercoaster to grow your money!!
Our OTR strategies utilize compound interest accounts, with ZERO market risk guaranteed but with potential for double-digit growth year after year, providing for TAX-FREE access to funds in retirement AND while you're still working. We have similar options for Qualified accounts as well.
Specializing in:​
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IULs (Indexed Universal Life) for personal or business purposes.
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Be Your Own Banker strategies for debt-reduction, wealth accumulation or business growth
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FIAs (Fixed Indexed Annuity) for participation in Market GAINS but never the losses.
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MYGAs (Multi-Year Guaranteed Annuities) for those who want competitive Guaranteed growth
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Term, Whole Life, Accidental life insurance to protect families & transfer wealth
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401k Rollovers, IRA Transfers & Roth Conversions
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Kids and Grandkids Policies - There are MANY advantages to starting young!
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529 College Savings Plan Alternatives - because there IS a better way.
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Key Man & Buy/Sell Options for small & large businesses
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SMART Strategies - Strategic Movement Around Retirement Taxation
What is an IUL?
IUL for Kids!
401k Rollover to FIA
Be Your Own Bank
For a complimentary 30-minute personal Zoom meeting or a simple phone call with one of our experts, please complete and submit this form. We will call you to schedule a time convenient for you. We'll discuss your financial goals and take a look at the best tools to help you get there. No hype and no pressure. Just accurate information and assistance with the process, as desired.
Whether you're 2 weeks old or 100+ years old, we look forward to helping you expedite your financial journey!
Sharon Peterson
Life Insurance Broker & Strategist
832-743-5340
"Rule No. 1: Never lose money.
Rule No. 2: Never forget rule No.1" Warren Buffett
The Power of Never Taking a Loss
The average American investing in the Stock Market from age 20 to age 70 will experience 9 or 10 Bear Markets. The average length of time to recover losses from a Bear Market is 19 months. This means the average investor, by age 70, will have spent 15 1/2 years of his working life making up for Market losses.
Implementing a ZERO floor strategy with uninterrupted compound interest takes you off of that rollercoaster and allows your money to grow in a stair step manner, steadily building over time and eliminates the stress and worry over Market Losses.
© 2023 Sharon Peterson dba Off the Rollercoaster Financial | All rights Reserved
Based in Spring, TX but Serving the entire USA
832-743-5340