About Us
A Few Words From Carl Ostenson
I was in the securities business from 1993 to 2004. I left for a few
reasons. First, watching people lose a substantial portion of their money
right before they retired was very tough for me. Second, most people
weren't really making any money. Sure you had good years and bad
years, but the 12% that Wall Street preaches was nowhere to be found.
And lastly, I decided I only want to sell products that are safe and can
not lose money.
That led me to the insurance industry. I know, we all think that insurance
companies are greedy SOB's, but the bottom line is that they are also
among the safest places in the world to put your money.
So if you are looking to rock and roll and make 30% a year, then you will
not want anything we have to offer.
It's interesting though. Most people when they are getting ready to
retire, and they have a sum of money that they are relying on to provide
them with income for the rest of their life, they could care less about
30% returns.
They don't want all of their money in the Wall Street Roller Coaster
anymore. They lose sleep. Now they want safety, dependable income,
and a reasonable return.
We will design a program customized for you and your needs.
I look forward to being of assistance.
Regards,
Carl Ostenson

Hi, welcome to our website and thanks for your interest.
My name is Carl Ostenson. We use strategies that,
protect our clients money from market losses and
provide them with income that's guaranteed for life.
Everything is backed by contractual guarantees from
highly rated insurance companies. I have built my
business around a few key principals. Provide the
same level of service to other people that I would for
my mother or sister, be honest, and listen.
Did you know?
The average annual cost of the average mutual fund is
3.53%. This includes Expenses, Trading Costs, and
Sales Charges
Source: Navistar Asset Management
Quote
"I suppose if i were to give advice it would be to keep
out of Wall Street."
John D. Rockefeller
Questions? Call us at 847-376-8400
Need insurance or retirement planning
help? Call us today at 847-376-8400
 | | Life Insurance
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 | | Retirement Income Planning
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 | | Stretch IRA's |
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 | | IRA/401k Rollovers
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 | | Reducing Risk
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 | | Long Term Care |
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