Friday, March 22, 2013

Would you be interested in 6.25% for 34 yrs?

Would you  be interested in turning $383,000 into a guarantee income stream for 34 year and paying a total of $1,607,000. The transaction is only available to one client. when its sold its  gone. There are other similar deals available with diferent amounts, diferent payment schedules, various durations and different  nominal interest rates. Smaller deals are also available.  The payment streams are guaranteed by Billion dollar  Insurance Companies that are highly rated and very well known.  This particular opportunity is issued by an A rated American insurance company.

Whats  the  catch?
You  must qualify to purchase the  deal.
You must have adequate liquidity to afford the transaction.
You get a schedule of monthly income checks thats is modest for the  first 14 years then increases every year until the maturity in 2047
You  cant change the monthly payment amounts. The  payment schedule is available for  review
You must have a very long term focus.

Im guessing the ideal client would be a professional with  high net worth possibly a lawyer, doctor or business owner.  Possibly utilizing IRA,  SIMPLE, SEP or 401K assets. Imagine a $1.2 M  plus gain in a ROTH!  It could be a younger sucessful individual or an older client looking to  fund a Mult-generational Family or charitable trust!

What are  your  thoughts on  this  type of very long term transaction and  rate of  return??

Public comments can  be made here or 
serious inquiries would be best handled by email or phone

2 comments:

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finance blogger said...

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