Jared Bourgeois

Jared Bourgeois Protecting families and business owners across the country with insurance strategies and retirement planning for 10 years and counting.

Our first game and total team win 7-6, Coach JB and the Warriors had to get ice cream 🍨💯💥
04/24/2026

Our first game and total team win 7-6, Coach JB and the Warriors had to get ice cream 🍨💯💥

01/15/2026

I'd love to write you an email like this...

I wanted to share a brief summary of how your account has performed over the past two years. Based on an initial value of $128,224, the account received $38,604 in credited interest, bringing the total value to $166,828. This represents a total gain of approximately 30.1% over the two-year period, which is a strong result given the strategy and market conditions during that time.

When reviewing performance over multiple years, it’s often helpful to look at the Compound Annual Growth Rate (CAGR). CAGR shows the average annual rate of return assuming the growth occurred steadily each year, even though actual crediting may vary year to year. In this case, the 30.1% total gain over two years equates to a CAGR of approximately 14.0% per year. This gives a clearer picture of how efficiently the account has grown on an annual basis.

I’d be happy to review this in more detail with you and discuss how this performance supports your longer-term goals. Please let me know if you’d like to schedule a time to talk or if you have any questions.

01/09/2026

Happy New Year! Let me show you how I help my clients earn over 10% year to year.

11/04/2025

🔥🔥🔥

Beautiful night, with some beautiful people. John Wright Restaurant
09/13/2025

Beautiful night, with some beautiful people. John Wright Restaurant

07/22/2025

This is a big deal if it sticks…

End the Fed
05/28/2025

End the Fed

Thank you 🙏🏽 National Life Group for vectoring a partnership 😉 😎
05/25/2025

Thank you 🙏🏽 National Life Group for vectoring a partnership 😉 😎

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York, PA

Telephone

+12254544689

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