The Wholesale Income Advantage Strategy:

Show Me How It Works…

This in depth, tell all video to follow the on demand class, I go through the Wholesale Income strategy and how you can verify for yourself just exactly how it works.  I also talk about the three major risks that the typical Wall Street advice leaves you saddled with.

When you follow the herd, all you do is eat dust and get trampled.

Instead, you can watch as I go through exactly how you can verify for yourself the incredible results we are seeing that position customers with more income, more safety, and potentially much more overall assets in retirement.

Click through to watch now.

Resources:

Microsoft Excel Calculator: Calculator Download

Portfolio Modeling Tool:  Portfolio Visualizer

The proxy for stocks is:
Vanguard Total US Stock Market ETF, Ticker Symbol VTI
Management fee: 0.03%
The proxy for bonds is:
Vanguard Total Bond Market ETF, Ticker Symbol BND
Management fee: 0.03%

This is the case I highlighted:

Berkshire Hathaway – 26.0 yrs – In Stock
$700,973.19 purchase price – 6.300% yield – $1,549,832.64 total payout
– 312 monthly payments of $3,350.00 starting on 03/01/2024, ending on 02/01/2050 – 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 pulsifer of dcf annuities

Nathaniel M. Pulsifer, Owner of DCF Exchange and WholesaleIncome.com
(800) 246-1932 | [email protected] | Linkedin

SCHEDULE YOUR FREE CONSULTATION

About The Wholesale Income Advantage Strategy:

In general terms, the ‘Wholesale Income Advantage’ strategy locks in long term income using higher yield and lower cost fixed income payment streams, leaving the savings or difference in a hypothetical portfolio to be invested for long term growth.  This is an alternative strategy, different from the typical approach commonly found in the mainstream media, which is summarized as “Use a balanced portfolio of 60% stock and 40% bonds and a withdrawal rate of +/- 4%.”

The videos and tools on this site illustrate the ‘Wholesale Income Advantage’ strategy using specific payment streams, and compare them to commonly available stock and bond market ETFs with transparent historical results illustrated on free online tools.  In each video we highlight a specific payment stream from inventory, and put it in a hypothetical portfolio to compare to the hypothetical results using the mainstream advice.

It’s important to note that these videos and discussions are for illustrative and educational purposes only.  The specific cases used may no longer be available, and of course, future market results will vary from historical data sets.  Nothing herein is a recommendation for any specific asset allocation plan or a recommendation to buy or sell and stock, bond, ETF or security.