If you could take a portion of your assets and guarantee better than 4.5-5.4% on you money for as much as 17 to 27 yrs would you be interested. What if you could get a guaranteed monthly income over that period. Admittedly not everyone is eligible or has enough liquidity to do this. If you are a younger successful professional or business owner this might be right for you. Another candidate would be an older individual who is interested in providing for children or grandchildren's benefit.. Someone who is tired of the ups and downs in the market could benefit.
All of these opportunities offer protection from market risk and offer a guaranteed future rate of return and a schedule of income. It certainly would not be appropriate to allocate most of ones assets like this. However using this for a a portion of ones Safe Money Strategy could be a good fit.
Here are some examples. Availability changes over time
allocate $154,000 and collect 300 payments of $1,008+ for a guaranteed 5.4% guaranteed yield and a total of almost $303K in total return. Retirement income or estate planning
allocate $122 K today get over $242K to pay for childs college or for retirement in 14 yrs Without market risk and if ROTH funds used $120K in tax free gains.
allocate $46,700 now get 6 payments of $11,173 over the next 16 years for a total of $67,039
Allocate 30 K or maybe more and collect a guaranteed 6% rate of return ewith 8 years of equal monthly payments.
Call if interested, or to find out if it might be right for your situation.
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