Meet Mike
Retired and Making a Nest-Egg at Last
MIKE’S ISSUES:
Retirement Dreams
Mike loves to fish. He made a career out of fishing as the owner of a large charter operation. When he retired, if you can believe it, he wanted to… fish!
Need for Replacement Income
Mike does not want to think about his income. He sold his business on an owner-carry note and gets a reliable check every month. But that note will be paid off in 2028. He needs to replace that income.
A Cautious Buyer
Wary of Wall Street and equally wary of SSAs, Mike did his research and after a thorough due diligence session, his CPA and attorney gave him the green light.
MIKE’S SOLUTION:
Stop Worrying About the Income and Focus on the Fish
Solve for Income
To replace his business note, Mike bought several deferred income cases. He wanted income from 2025 to 2045.
SSAs Match Mike’s Retirement Planning Mind Set
He can use future guaranteed streams to pick right up where his current income source stops.
Structured Settlement Annuities are right for Mike
Mike can buy guaranteed income starting the moment his existing income stops. In addition, he can take advantage of the high yields of SSAs with the deferred income cases he has purchased.
