For years I have struggled to convey the value SMA’s offer- it’s so simple but hard to see visually. Lower Price = Higher Yield Higher Yield = Lower Price I put the following video together to illustrate a current case, please let me know your thoughts below!
About Nathaniel Pulsifer
Nathaniel M. Pulsifer is a retirement income expert who builds plans for clients that produce financial freedom and security, and that work even when the markets tank. He is the co-owners in the premier advisor’s resource for Secondary Market Annuities and also works with individuals building retirement plans from safe money sources. His clients enjoy their retirement with income annuities that offer the optimal combination of Safety, Flexibility, Profitability, and Longevity specific to their needs.
Entries by Nathaniel Pulsifer
In this final installment of the Steve Savant show “Lets Get Down To Business”. Bryan Anderson of SMASource.com discusses how he uses Secondary Market Annuities in various planning scenarios. Secondary market annuities are generally issued by highly rated life insurance companies. Factoring companies make a market for structured settlements with wholesale brokers and purchase […]
In this fourth installment, Bryan Anderson and Steve Savant discuss how lump sums form an important but often overlooked part of a solid financial plan. Not all customers can benefit from mortality credits and the higher yield that Secondary Market Annuities offer to investors sometimes is a better way to go than buying lifetime income. […]
In the third show on the Steve Savant week of programming on Secondary Market Annuities, Bryan gets on a roll discussing how deferred income Secondary Market Annuities can offer the most powerful guaranteed income out there. Agents who realize that not all clients need the bells and whistles of other types of annuities with riders […]
Here is video 2 of Bryan Anderson, from SMASource.com, on Steve Savant’s nationally syndicated ‘Lets Get Down To Business” discussing Secondary Market Annuities. Structured settlements have two important characteristics to be aware of when considering- above market yields and a discounted present value lump sum purchase. There are also two possible negatives- lack […]
Recently Bryan Anderson and Nathaniel M. Pulsifer of SMASource.com traveled to Arizona to be featured on Steve Savant’s nationally syndicated show, “Lets Get Down To Business” Steve is a frequent commentator on Producers Web, Insurance New Net, Insurance-Forums, and LinkedIn. He’s the marketing and outreach mastermind of Ash Brokerage and if you ever have the […]
We got the following question from a prospective advisor today that illustrates a very common scenario. We have a potential client that is looking at purchasing $1.1M immediate Annuity. In October 2014 he will be 69 and she will be 63. The immediate annuity they are looking at will pay them a 4.7% payout factor […]
As a continuation of our previous post, here are answers to additional questions from our advisors. Please let us know any other questions by giving us a call, email, or comment below. To take the next step and get approved to offer Secondary Market Annuities to your clients, visit us at SMASource.com/Advisors or call 800-438-5121
We have received a lot of calls from prospective advisors asking about our program with Secondary Market Annuities so we compiled this first video of questions ‘from the mailbag’ to help answer some of those questions. Please let us know any other questions by giving us a call, email, or comment below. To take the […]
Over the last several years secondary market annuities have become increasingly popular amongst investors looking to diversify in a changing investment market since the crash of 2008. We want to help explain both what Secondary Market Annuities are and why they have become so popular in recent years. Secondary Market Annuities come from annuities where […]