Case Study Spotlight:
94% More Assets With Less Risk
I’m getting more questions these days about how the “Wholesale Income Advantage” works, so here’s a great example for you.
Take a look at this quick case-study and see how one simple change from Wall Street’s typical “Cookie Cutter” asset allocation program can make a huge difference.
How huge?
How about ending up with 94% MORE assets after 30 years? Oh, and doing so with MUCH less risk!
Sounds crazy, I know. Typical Wall Street vs. Wholesale Income. Go with Wholesale Income and you get 94% more. Who’s got your best interests at heart??
The secret to the Wholesale Income strategy lies with the incredible rates we have today. Get in while the gettin’s good!
Resources:
Microsoft Excel Calculator: Calculator Download
Portfolio Modeling Tool: Portfolio Visualizer
This is the case I highlighted:
$378,730.24 purchase price – 6.250% yield – $953,651.24 total payout
– 8 monthly payments of $1,600.00 starting on 11/01/2023, ending on 06/01/2024
– 360 monthly payments of $1,648.00 starting on 07/01/2024, ending on 06/01/2054 – 3.00% COLA
Reach out to us if you’d like to:
- Schedule a 1-on-1 video call to discuss your specific needs and situation
- Ask questions about products, carriers, or Wholesale Income Payments
- Discuss how a Wholesale Income Payments and newly-issued annuities may (or may not) fit into your portfolio
Nathaniel M. Pulsifer, Owner of DCF Exchange and WholesaleIncome.com
(800) 246-1932 | [email protected] | Linkedin
