Meet Marilyn
Real Estate Investor
Looking to Simplify and Diversify
MARILYN’S ISSUE
Too Many Rental Properties
Marilyn is 65 years old. She 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
She Needs to Diversify
She understands real estate very well, and she is somewhat torn about moving her money from the asset class she knows well. However, she understands that she needs to diversify and simplify.
MARILYN’S SOLUTION
Financial Freedom
Instead of overseeing her rental homes, Marilyn 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 SMAs and these high yield, guaranteed products, she is excited to sell more of her properties, diversify her portfolio, and still ensure her income stream and her return on investment.
Income & Legacy Planning
Marilyn will live off the income that her SMAs provide and address legacy planning with her deferred lump sum purchase.
Secondary market annuities are right for Marilyn
She can simplify her life with income and principal replacement. By selling just one home for $265,000, Marilyn can replace $160,000 of lost rental income with payments of $1,067 per month for 20 years. And, by purchasing a SMA for $103,000 today, Marilyn can replace her $265,000 asset in 17 years. All while enjoying zero management headaches!
