Meet Robert
Younger, Conservative Investor
Seeking Simplicity
ROBERT’S ISSUE
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 SMA cases, each with a 20-35 year term. He has plans to continue to purchase additional SMA cases in the near future.
SMAs Fit Robert’s Strategy
SMAs fit into Robert’s investment mindset. He can take smaller amounts of money and make a sound financial decision with each one.
Secondary market annuities are right for Robert
Robert can take advantage of the high yields of SMAs with his purchase of deferred income and deferred lump sums. SMAs are a comfortable choice for Robert, because he can apply his “basket” investment strategy technique. And, SMAs give him freedom to take care of his young family without micro-managing his portfolio.
