Case Study Spotlight:

$3500/ Month, 30 Years

A prospect called in a few days ago about this case, had saved $1M, needed income and this is a perfect fit.

Take a look at how it compares to the typical Wall Street “Cookie Cutter” asset allocation program, and how using Wholesale Income instead can make a huge difference.

The secret to the Wholesale Income strategy lies with the incredible rates we have today.   These ARE the Good Ol’ Days!

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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:

John Hancock – 31.1 yrs – In Stock

$747,329.81 purchase price – 6.311% yield – $1,998,167.52 total payout

– 360 monthly payments of $3,500.00 starting on 10/09/2026, ending on 09/09/2056 – 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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