Case Study Spotlight:

44% More Assets With Less Risk

After our earlier case study, I got a question about how shorter term payments compare using the “Wholesale Income Advantage” works, so here’s a great example for you.

Take a look at this quick case-study and see how one simple change from Wall Street’s typical “Cookie Cutter” asset allocation program can make a huge difference.

The secret to the Wholesale Income strategy lies with the incredible rates we have today. Get  in while the gettin’s good!

Click to Play Video

Resources:

Microsoft Excel Calculator: Calculator Download

Portfolio Modeling Tool:  Portfolio Visualizer

The proxy for stocks is:
Vanguard Total US Stock Market ETF, Ticker Symbol VTI
Management fee: 0.03%
The proxy for bonds is:
Vanguard Total Bond Market ETF, Ticker Symbol BND
Management fee: 0.03%

This is the case I highlighted:

MetLife – 15.8 yrs – In Stock

$470,613.45 purchase price – 5.432% yield – $694,668.91

– 191 monthly payments of $3,637.01 starting on 11/10/2023, ending on 09/10/2039

Reach out to us if you’d like to:

  • Schedule a 1-on-1 video call to discuss your specific needs and situation
  • Ask questions about products, carriers, or Secondary Market Annuities in general
  • Discuss how Secondary Market Annuities may (or may not) fit into your portfolio

nathaniel pulsifer of dcf annuities

Nathaniel M. Pulsifer, President, DCF Exchange and SecondaryAnnuities.com 
(800) 246-1932 | [email protected] | Linkedin

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