Mark Charnet
Founder / CEO / President

3 Sunny Knolls Court
Wayne, NJ 07470
Phone: (973) 831-4424
FAX: (973) 831-6384

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_________COME VISIT OUR OFFICE!


 

Actual "Examining Estate Planning" Workshop
at Corporate Offices

 

_________UPCOMING WORKSHOPS!

  

January 17, 18 & 19

       The Trinity Method of Investing

Click Here to View The Ad!


 (Choose either 1-3:00pm OR 7-9:00pm)

                            Location:    APG CORPORATE OFFICES
                                                Sunny Knolls Estate
                                                3 Sunny Knolls Court
                                                Wayne, NJ

Reservations Required
973-831-4424 (24hrs)

 

The Trinity Method of Investing

What’s more essential to retirement happiness than financial security? Here we’ll teach you how to create a comprehensive retirement plan that can turn your savings into a consistent, reliable income stream when you retire – one you can never outlive. We’ll show you how you can position your portfolio so your income has the potential to go up based on growth in the stock market, but never go down when the markets fall. We’ll teach you what role today’s advanced, modern annuities can play and the pros & cons of using them. For those that simply want to protect what you have and maximize what you leave to your heirs, we show you innovative strategies to accomplish these goals as well. Whether you’re planning for a future retirement or are seeking to optimize your existing retirement, you owe it to yourself to know how these specific financial strategies and techniques work, and how the Trinity Method of Investing^© can be applied to help ensure a successful retirement.

If your retirement financial goals include maximizing income
for life, safety of principal, growth, liquidity, tax-advantages
and control of your money, don’t miss this session!!

 Easy To Reach Us Directions

_________Qualifications


Mark E. Charnet
Founder / CEO / President 
 

• CERTIFIED SENIOR ADVISOR (CSA)
• CERTIFIED ANNUITY SPECIALIST (CAS)
• Member of The Society of Certified Senior Advisors

• Life & Health Insurance Licensed in the following states:
  California, Colorado, Connecticut, Florida, Kentucky, Maryland,
  Massachusetts, New Jersey, New Mexico, North Carolina,
  Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia
• Registered to sell Mutual Funds & Variable Contracts in the following states:
  California, Colorado, Florida, Kentucky, Massachusetts, New Jersey, New Mexico, New York, North Carolina,
  Pennsylvania, South Carolina, Vermont, Virginia & West Virginia
• FINRA Series 6, 63, 65, and 26 Registrations
• Office of Supervisory Jurisdiction for BCG Securities, Inc.
• Listed in 1997/98 National Register's WHO'S WHO IN EXECUTIVE & PROFESSIONALS
• International Public Speaker on Estate & Investment Issues
• Top Producer & President's Club Member of numerous Insurance and Investment firms