Case Study Spotlight:
154% More Assets With Less Risk
The real power of the Wholesale Income Strategy comes with long term income streams. Imagine putting a rock-solid foundation of income under your portfolio… What would that do for your peace of mind? Your sense of security? Your overall risk tolerance?
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.
It’s just amazing how well this strategy works. Get it while you can before rates fall!
Resources:
Microsoft Excel Calculator: Calculator Download
Portfolio Modeling Tool: Portfolio Visualizer
This is the case I highlighted:
$568,570.58 purchase price – 6.500% yield – $1,873,419.32
– 5 monthly payments of $2,178.88 starting on 11/27/2023, ending on 03/27/2024
– 456 monthly payments of $2,244.24 starting on 04/27/2024, ending on 03/27/2062 – 3.00% COLA
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 M. Pulsifer, President, DCF Exchange and SecondaryAnnuities.com
(800) 246-1932 | [email protected] | Linkedin
About The Wholesale Income Advantage Strategy:
In general terms, the ‘Wholesale Income Advantage’ strategy locks in long term income using higher yield and lower cost fixed income payment streams, leaving the savings or difference in a hypothetical portfolio to be invested for long term growth. This is an alternative strategy, different from the typical approach commonly found in the mainstream media, which is summarized as “Use a balanced portfolio of 60% stock and 40% bonds and a withdrawal rate of +/- 4%.”
The videos and tools on this site illustrate the ‘Wholesale Income Advantage’ strategy using specific payment streams, and compare them to commonly available stock and bond market ETFs with transparent historical results illustrated on free online tools. In each video we highlight a specific payment stream from inventory, and put it in a hypothetical portfolio to compare to the hypothetical results using the mainstream advice.
It’s important to note that these videos and discussions are for illustrative and educational purposes only. The specific cases used may no longer be available, and of course, future market results will vary from historical data sets. Nothing herein is a recommendation for any specific asset allocation plan or a recommendation to buy or sell and stock, bond, ETF or security.
