My insurance agent told me one time that this act was one of the greatest gifts to my family. I had drafted a Letter of Instruction that laid out assets, liabilities, location of documents, contact information for accounts, insurance agents, bankers and other advisors. This article provides a good list to start with which you can expand with comments and instructions as it is not a legal document but allows you “to pass along your values, beliefs and ideals to your loved ones.”
Headquartered in Eden Prairie, MN., SaveNotes, LLC provides a unique alternative to stocks, bonds and CD’s by providing fixed income with high return, while remaining easy to invest.
SaverNotes pays interest to its investors based on a variety of available investment amounts and maturity dates. SaverNotes have no fees or expenses and are available for any Minnesota investor. Current rates range from 3.00% to 6.00% based on terms of two to five years. Investors can also invest through their IRA account.
Regular | $2,000 + |
IRA | $25,000 + |
Term | Interest Rate |
2 Year | 3.00% |
3 Year | 4.00% |
5 Year | 6.00% |
Learn about how this investment fund was made possible through our investment partnerships and our experienced legal, wealth management, banking and accounting advisors at www.SaverNotes.com.