Meet Debbie
Real Estate Investor
Looking to Simplify and Diversify
DEBBIE’S ISSUES:
Too Many Rental Properties
Debbie owns a dozen rental homes and she has been a landlord for years. She is tired of making repairs on her properties and dealing with vacancies.
Too Many Headaches
She is ready to say goodbye to:
- Real estate cycles
- Maintenance issues
- Tenant Credit Risk
- Complexity
- Midnight Calls
- Leaky Toilets
It’s Time to Diversify
Debbie knows real-estate. She is somewhat torn about moving her money from the asset class she knows well. However, she understands that the need to diversify and simplify.
DEBBIE’S SOLUTION:
Financial Freedom
Instead of overseeing her rental homes, Debbie can gain the financial freedom to do what she loves most – travel, visit with her grandchildren, and enjoy all that retirement has to offer.
Additional Purchases
As she learns more about these high-yield, guaranteed products, she is excited to sell more of her properties, diversify her portfolio while receiving her income stream and insuring her return on investment.
Income & Legacy Planning
Debbie will live off the income that her SSAs provide and address legacy planning with her deferred lump sum purchases.
Secondary market annuities are right for Debbie
Debbie can sell one property for $265,000 and replace $160,000 of lost income of $1,067 per month for 20 years. By purchasing a SSA for $103,000 today, Debbie can replace her $265,000 asset in 17 years. All while enjoying zero management headaches! She can simplify her life with income and principal replacement.
