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!

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:

Mass Mutual – 38.4 yrs – In Stock – Rate Special

$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 pulsifer of dcf annuities

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

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