Once, what was only available to Institutions and Investors like Warren Buffet, Banks and Institutions are now available to you through SGI.
You can purchase one or more of our exclusive products for your own IRA, Rolled Company Plan, 403b, 457, etc – even transfer an existing account or setup a new account with our custodian.
You can also use Cash and Non-Qualified funds, such as trading in that old tired out CD, Annuity, Money Market or Cash Account….Earn higher Contractual Rates with and lower your risks with collateral.
Set up an account with us….it`s fast and easy….
Just follow the steps below or call us now and we will walk you through the process. We will set a personalized binder for your records. (99.00 dollar value) You also need to submit a direction of investment form.”[/tooltip] or call now 740-682-7000
NOTE: When an IRA, or Qualified plan is transferred to our Custodian it is a non taxable event, it will remain a titled IRA.
This process will only take a few minutes and you will be on your way to a Confident Financial Future with a S G I Account.
***Before you start, you should gather the following information to complete the process:
- Drivers License
- Beneficiary Info
- Current Custodian, bank or Broker info
- Acct. # of old Investment
***Your beneficiary info, including their address and social security numbers.
When transferring cash or other assets from another custodian: Custodian name, address, contact information, account number. Unlike most administrators, we will process ‘transfers’ from qualified retirement plans such as 401K’s, 403B’s, profit sharing plans, defined benefit plans, etc; for you at no charge.
We will follow up and keep you up to date. A convenient benefit for you.
- Exclusive Investment Opportunities
- Known upfront Returns
- Monthly Income
- Proven Strategies to Grow your Money
- Up to 4 times the national CD average
- Short terms
- High Rates
- Control & use of your Money
- Customized Binder for your Records
- Contractual Guarantees
- “A” Rated companies
- Combined 120 years of Investing Experience
- Free of Market up`s and Downs
- Direct Access to your Accounts
- Discount Custodian Rates
- Semi and Annual Reviews
- First Choice on Renewals