Meet Daniel
Retired and Making a Nest-Egg at Last
DANIEL’S ISSUE
Retirement Dreams
Dan 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
Dan 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 2020. He needs to replace that income.
A Cautious Buyer
Wary of Wall Street and equally wary of SMAs, Dan did his research, investigating SMAs and the people behind them. After a thorough due diligence session, his CPA and attorney gave him the green light.
DANIEL’S SOLUTION
Stop Worrying About the Income and Focus on the Fish
Instead of worrying about income, Dan can just find the fish.
Solve for Income
To fill in when his business note is over, Dan bought several deferred income cases. He wanted income from 2020 to 2030.
SMAs Match Daniel’s Retirement Planning Mind Set
SMAs fit perfectly into Daniel’s investment mind set. He can use future guaranteed streams to pick right up where his current income source stops.
Secondary market annuities are right for Daniel
Daniel can buy guaranteed income starting the moment his existing income stops. In addition, he can take advantage of the high yields of SMAs with the deferred income cases he has purchased. And, as an extra benefit, he can hedge his real estate positions and carried note exposure.
