Please enable JavaScript.
Coggle requires JavaScript to display documents.
Corners 4 Success - Coggle Diagram
Corners 4 Success
immediate access
intermediate bucket
Long term
Business Contributions
Indexflex Annuity
Premier Plus Variable w/IPR becomes accessible
Brokerage Account
Chase account
Indexflex Annuity becomes accessible for reallocation
Chase Bank account
Premier Plus Variable w/IPR
Business Contributions from Business Plan
Brokerage Account
Brokerage account: for emergency access to extra funds
Chase bank: Operating Capital
IndexFlex
investment sleeve for market gains
Guaranteed sleeve for principle protection
minumum 5 year holding period
Premier Plus Variable w/IPR
Principle Security
Investment Guardrails
Minimum 10 year Holding Period
Business Plan to create regular incom