Meet Robert
Younger, Conservative Investor
Seeking Simplicity
ROBERT’S ISSUES
Young Family
Robert is a 44 year old, successful doctor. He and his wife recently had a new baby. He wants to make sure that he can provide for his family in the future, send his daughter to college, and enjoy his retirement.
He Doesn’t Want to Manage his Portfolio on a Daily Basis
Robert is a, “set and forget,” retirement saver. He wants the highest and safest yield possible. But, he does not want to be bothered with managing a financial portfolio every day.
Tired of Market Volatility
Robert is tired of market volatility and the lower yields typically available on guaranteed products.
ROBERT’S SOLUTION
Time to Focus on Family & Career
Instead of managing his retirement portfolio, Robert can focus on his family and his career.
7 Cases and Counting
To date, Robert has purchased seven SSA cases, each with a 20-35 year term. He has plans to continue to purchase additional SSA cases in the near future.
SSAs Fit Robert’s Strategy
SSAs fit into Robert’s investment mindset. He can take smaller amounts of money and make a sound financial decision with each one.
Structured Settlement Annuities are right for Robert
Robert can take advantage of the high yields of SSAs with his purchase of deferred income and lump sums. This is a comfortable choice for Robert, because he can apply his “basket” investment strategy technique and give himself the freedom to take care of his young family without micro-managing his portfolio.
